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 | $51,980 | $171,865-69.8% | $149,718-65.3% | $147,584-64.8% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 6.71% | 2113.22%-2106.5pp | 1501.63%-1494.9pp | 578.55%-571.8pp |
| Employer contribution / active EE | $1,016 | $6,275-83.8% | $5,445-81.3% | $4,876-79.2% |
| Participant deferral / active EE | $7,400 | $7,271+1.8% | $6,569+12.7% | $5,439+36.1% |
| Admin fee / account holder | $5,000 | $13,799-63.8% | $11,283-55.7% | $10,885-54.1% |