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 | $143,789 | $165,984-13.4% | $164,813-12.8% | $145,922-1.5% |
| Participation rate | 56.5% | 82.0%-25.5pp | 78.6%-22.1pp | 80.3%-23.8pp |
| Annual return | 7.65% | 100.03%-92.4pp | 69.93%-62.3pp | 561.29%-553.6pp |
| Employer contribution / active EE | $983 | $5,273-81.4% | $4,341-77.4% | $4,660-78.9% |
| Participant deferral / active EE | $4,891 | $6,959-29.7% | $6,031-18.9% | $6,688-26.9% |
| Admin fee / account holder | $4,567 | $16,648-72.6% | $12,690-64.0% | $13,397-65.9% |