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 | $193,372 | $217,402-11.1% | $185,823+4.1% | $167,490+15.5% |
| Participation rate | 47.4% | 86.0%-38.7pp | 81.7%-34.3pp | 82.1%-34.7pp |
| Annual return | 1.52% | 148.36%-146.8pp | 122.05%-120.5pp | 478.56%-477.0pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7,146 | $6,356+12.4% | $5,568+28.4% | $6,341+12.7% |
| Admin fee / account holder | $5,679 | $19,811-71.3% | $16,237-65.0% | $12,309-53.9% |