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 | $41,131 | $105,998-61.2% | $92,233-55.4% | $147,584-72.1% |
| Participation rate | 47.1% | 80.4%-33.4pp | 76.5%-29.4pp | 82.8%-35.8pp |
| Annual return | 5.42% | 50.05%-44.6pp | 176.28%-170.9pp | 578.55%-573.1pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,311 | $4,478-3.7% | $3,897+10.6% | $5,439-20.7% |
| Admin fee / account holder | $1,248 | $6,332-80.3% | $5,194-76.0% | $10,885-88.5% |