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 | $47,983 | $105,181-54.4% | $159,436-69.9% | $85,850-44.1% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.8pp | 69.3%-7.2pp |
| Annual return | 12.32% | 45.07%-32.8pp | 263.57%-251.2pp | 318.53%-306.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,054 | $5,945+1.8% | $7,352-17.7% | $3,952+53.2% |
| Admin fee / account holder | $719 | $6,933-89.6% | $10,799-93.3% | $6,260-88.5% |