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 | $228,832 | $201,272+13.7% | $184,203+24.2% | $145,922+56.8% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.5pp |
| Annual return | 8.68% | 29.00%-20.3pp | 28.81%-20.1pp | 561.29%-552.6pp |
| Employer contribution / active EE | $983 | $7,022-86.0% | $6,427-84.7% | $4,660-78.9% |
| Participant deferral / active EE | $4,904 | $9,806-50.0% | $9,131-46.3% | $6,688-26.7% |
| Admin fee / account holder | $1,479 | $16,364-91.0% | $13,901-89.4% | $13,397-89.0% |