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 | $69,425 | $105,998-34.5% | $92,233-24.7% | $147,584-53.0% |
| Participation rate | 43.8% | 80.4%-36.7pp | 76.5%-32.7pp | 82.8%-39.1pp |
| Annual return | 7.31% | 50.05%-42.7pp | 176.28%-169.0pp | 578.55%-571.2pp |
| Employer contribution / active EE | $347 | $4,333-92.0% | $3,679-90.6% | $4,876-92.9% |
| Participant deferral / active EE | $1,737 | $4,478-61.2% | $3,897-55.4% | $5,439-68.1% |
| Admin fee / account holder | $4,408 | $6,332-30.4% | $5,194-15.1% | $10,885-59.5% |