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 7-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 | $136,747 | $179,726-23.9% | $156,263-12.5% | $142,382-4.0% |
| Participation rate | 40.9% | 82.1%-41.2pp | 78.9%-38.0pp | 80.1%-39.2pp |
| Annual return | 9.37% | 77.86%-68.5pp | 59.47%-50.1pp | 217.08%-207.7pp |
| Employer contribution / active EE | $765 | $5,069-84.9% | $4,333-82.3% | $4,299-82.2% |
| Participant deferral / active EE | $2,882 | $6,956-58.6% | $6,158-53.2% | $6,507-55.7% |
| Admin fee / account holder | $9,131 | $17,272-47.1% | $14,255-35.9% | $12,624-27.7% |