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 | $46,144 | $48,335-4.5% | $121,098-61.9% | $71,457-35.4% |
| Participation rate | 43.8% | 54.3%-10.5pp | 69.5%-25.7pp | 67.9%-24.1pp |
| Annual return | 14.34% | 23.32%-9.0pp | 985.75%-971.4pp | 28.85%-14.5pp |
| Employer contribution / active EE | $249 | $1,489-83.3% | $4,164-94.0% | $2,588-90.4% |
| Participant deferral / active EE | $1,746 | $2,754-36.6% | $4,080-57.2% | $4,289-59.3% |
| Admin fee / account holder | $2,450 | $1,841+33.1% | $5,644-56.6% | $1,587+54.4% |