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 6-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 | $31,267 | $179,726-82.6% | $156,263-80.0% | $142,382-78.0% |
| Participation rate | 54.5% | 82.1%-27.5pp | 78.9%-24.4pp | 80.1%-25.6pp |
| Annual return | 3.33% | 77.86%-74.5pp | 59.47%-56.1pp | 217.08%-213.7pp |
| Employer contribution / active EE | $979 | $5,069-80.7% | $4,333-77.4% | $4,299-77.2% |
| Participant deferral / active EE | $3,515 | $6,956-49.5% | $6,158-42.9% | $6,507-46.0% |
| Admin fee / account holder | $652 | $17,272-96.2% | $14,255-95.4% | $12,624-94.8% |