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 | $36,207 | $48,570-25.5% | $130,648-72.3% | $72,985-50.4% |
| Participation rate | 43.1% | 58.6%-15.5pp | 71.7%-28.6pp | 69.5%-26.4pp |
| Annual return | 5.47% | 38.63%-33.2pp | 1708.96%-1703.5pp | 81.00%-75.5pp |
| Employer contribution / active EE | $164 | $1,334-87.7% | $4,092-96.0% | $2,440-93.3% |
| Participant deferral / active EE | $1,834 | $2,384-23.1% | $3,603-49.1% | $3,607-49.2% |
| Admin fee / account holder | $1,024 | $3,549-71.1% | $5,464-81.3% | $5,124-80.0% |