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 | $72,008 | $148,534-51.5% | $135,903-47.0% | $139,434-48.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 7.47% | 79.19%-71.7pp | 68.23%-60.8pp | 372.94%-365.5pp |
| Employer contribution / active EE | $702 | $5,243-86.6% | $4,856-85.5% | $4,751-85.2% |
| Participant deferral / active EE | $4,672 | $8,100-42.3% | $7,758-39.8% | $6,710-30.4% |
| Admin fee / account holder | $2,599 | $12,400-79.0% | $10,762-75.8% | $11,403-77.2% |