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 | $37,319 | $210,648-82.3% | $177,989-79.0% | $145,922-74.4% |
| Participation rate | 40.0% | 80.8%-40.8pp | 77.1%-37.1pp | 80.3%-40.3pp |
| Annual return | 5.71% | 385.86%-380.1pp | 294.48%-288.8pp | 561.29%-555.6pp |
| Employer contribution / active EE | $482 | $4,565-89.4% | $3,949-87.8% | $4,660-89.7% |
| Participant deferral / active EE | $1,341 | $6,958-80.7% | $6,276-78.6% | $6,688-80.0% |
| Admin fee / account holder | $2,719 | $12,013-77.4% | $10,363-73.8% | $13,397-79.7% |