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 | $55,781 | $176,056-68.3% | $159,436-65.0% | $167,490-66.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 2.08% | 331.75%-329.7pp | 263.57%-261.5pp | 478.56%-476.5pp |
| Employer contribution / active EE | $533 | $5,297-89.9% | $4,829-89.0% | $4,837-89.0% |
| Participant deferral / active EE | $3,187 | $7,750-58.9% | $7,352-56.7% | $6,341-49.7% |
| Admin fee / account holder | $2,924 | $12,554-76.7% | $10,799-72.9% | $12,309-76.2% |