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 | $154,625 | $159,602-3.1% | $150,045+3.1% | $142,382+8.6% |
| Participation rate | 40.9% | 84.0%-43.1pp | 82.3%-41.4pp | 80.1%-39.2pp |
| Annual return | 11.44% | 70.24%-58.8pp | 62.55%-51.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $814 | $4,961-83.6% | $4,693-82.7% | $4,299-81.1% |
| Participant deferral / active EE | $2,640 | $8,310-68.2% | $7,997-67.0% | $6,507-59.4% |
| Admin fee / account holder | $2,978 | $14,846-79.9% | $13,435-77.8% | $12,624-76.4% |