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 | $35,553 | $214,378-83.4% | $200,582-82.3% | $142,382-75.0% |
| Participation rate | 61.9% | 87.4%-25.5pp | 86.9%-25.0pp | 80.1%-18.2pp |
| Annual return | 1.42% | 46.41%-45.0pp | 42.33%-40.9pp | 217.08%-215.7pp |
| Employer contribution / active EE | $973 | $6,841-85.8% | $6,419-84.8% | $4,299-77.4% |
| Participant deferral / active EE | $3,890 | $9,865-60.6% | $9,331-58.3% | $6,507-40.2% |
| Admin fee / account holder | $32,981 | $17,692+86.4% | $16,305+102.3% | $12,624+161.3% |