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 9-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 | $56,318 | $175,202-67.9% | $149,673-62.4% | $139,434-59.6% |
| Participation rate | 18.8% | 83.4%-64.6pp | 78.8%-60.0pp | 80.3%-61.6pp |
| Annual return | 5.81% | 166.71%-160.9pp | 134.42%-128.6pp | 372.94%-367.1pp |
| Employer contribution / active EE | $738 | $5,474-86.5% | $4,818-84.7% | $4,751-84.5% |
| Participant deferral / active EE | $2,261 | $6,519-65.3% | $5,680-60.2% | $6,710-66.3% |
| Admin fee / account holder | $23,928 | $16,150+48.2% | $13,210+81.1% | $11,403+109.9% |