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 | $153,417 | $102,966+49.0% | $90,281+69.9% | $152,861+0.4% |
| Participation rate | 23.1% | 75.9%-52.8pp | 73.3%-50.2pp | 82.4%-59.4pp |
| Annual return | 7.57% | 95.16%-87.6pp | 78.10%-70.5pp | 345.32%-337.7pp |
| Employer contribution / active EE | $96 | $3,139-96.9% | $2,854-96.6% | $4,762-98.0% |
| Participant deferral / active EE | $5,404 | $4,281+26.2% | $3,885+39.1% | $5,850-7.6% |
| Admin fee / account holder | $3,456 | $6,171-44.0% | $5,351-35.4% | $11,596-70.2% |