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 | $53,487 | $77,634-31.1% | $156,549-65.8% | $62,891-15.0% |
| Participation rate | 60.9% | 71.2%-10.3pp | 84.0%-23.1pp | 69.3%-8.4pp |
| Annual return | 2.34% | 50.32%-48.0pp | 32.23%-29.9pp | 20.14%-17.8pp |
| Employer contribution / active EE | $311 | $3,444-91.0% | $5,501-94.3% | $2,281-86.4% |
| Participant deferral / active EE | $824 | $3,045-72.9% | $4,871-83.1% | $3,203-74.3% |
| Admin fee / account holder | $399 | $5,561-92.8% | $13,027-96.9% | $4,296-90.7% |