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 7-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 | $58,462 | $114,381-48.9% | $107,525-45.6% | $142,382-58.9% |
| Participation rate | 27.8% | 78.1%-50.4pp | 75.1%-47.3pp | 80.1%-52.3pp |
| Annual return | 2.43% | 242.71%-240.3pp | 181.32%-178.9pp | 217.08%-214.7pp |
| Employer contribution / active EE | $794 | $4,015-80.2% | $3,754-78.8% | $4,299-81.5% |
| Participant deferral / active EE | $1,775 | $5,564-68.1% | $5,116-65.3% | $6,507-72.7% |
| Admin fee / account holder | $1,035 | $9,860-89.5% | $8,919-88.4% | $12,624-91.8% |