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 | $81,757 | $178,174-54.1% | $156,181-47.7% | $137,256-40.4% |
| Participation rate | 45.0% | 82.0%-37.0pp | 78.8%-33.8pp | 80.0%-35.0pp |
| Annual return | 9.74% | 84.19%-74.4pp | 64.87%-55.1pp | 220.34%-210.6pp |
| Employer contribution / active EE | $694 | $4,972-86.0% | $4,294-83.8% | $4,156-83.3% |
| Participant deferral / active EE | $3,818 | $6,888-44.6% | $6,132-37.7% | $6,407-40.4% |
| Admin fee / account holder | $1,009 | $17,404-94.2% | $14,586-93.1% | $12,270-91.8% |