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 | $109,906 | $175,202-37.3% | $149,673-26.6% | $139,434-21.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 9.56% | 166.71%-157.1pp | 134.42%-124.9pp | 372.94%-363.4pp |
| Employer contribution / active EE | $742 | $5,474-86.4% | $4,818-84.6% | $4,751-84.4% |
| Participant deferral / active EE | $5,808 | $6,519-10.9% | $5,680+2.3% | $6,710-13.4% |
| Admin fee / account holder | $8,977 | $16,150-44.4% | $13,210-32.0% | $11,403-21.3% |