See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,749 | $150,440-71.6% | $136,294-68.6% | $147,584-71.0% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 6.08% | 1049.08%-1043.0pp | 5155.94%-5149.9pp | 578.55%-572.5pp |
| Employer contribution / active EE | $791 | $5,256-84.9% | $4,695-83.1% | $4,876-83.8% |
| Participant deferral / active EE | $3,045 | $6,630-54.1% | $6,247-51.3% | $5,439-44.0% |
| Admin fee / account holder | $330 | $10,905-97.0% | $9,243-96.4% | $10,885-97.0% |