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 | $59,587 | $58,208+2.4% | $81,812-27.2% | $80,856-26.3% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.3%-39.0pp | 67.6%-34.3pp |
| Annual return | 10.17% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.4pp |
| Employer contribution / active EE | $272 | $2,340-88.4% | $2,912-90.6% | $2,755-90.1% |
| Participant deferral / active EE | $1,586 | $3,281-51.6% | $4,319-63.3% | $4,296-63.1% |
| Admin fee / account holder | $3,839 | $4,981-22.9% | $7,386-48.0% | $6,918-44.5% |