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 | $61,929 | $90,348-31.5% | $75,972-18.5% | $145,922-57.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.1%-35.7pp | 80.3%-46.9pp |
| Annual return | 8.19% | 620.88%-612.7pp | 359.55%-351.4pp | 561.29%-553.1pp |
| Employer contribution / active EE | $479 | $3,311-85.5% | $2,685-82.2% | $4,660-89.7% |
| Participant deferral / active EE | $1,944 | $5,162-62.3% | $4,255-54.3% | $6,688-70.9% |
| Admin fee / account holder | $1,046 | $8,467-87.6% | $6,467-83.8% | $13,397-92.2% |