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 | $119,591 | $135,952-12.0% | $123,892-3.5% | $273,961-56.3% |
| Participation rate | 30.8% | 84.1%-53.3pp | 81.4%-50.6pp | 83.0%-52.2pp |
| Annual return | 1.54% | 56.63%-55.1pp | 47.52%-46.0pp | 41.45%-39.9pp |
| Employer contribution / active EE | $809 | $5,170-84.4% | $4,617-82.5% | $4,869-83.4% |
| Participant deferral / active EE | $4,167 | $6,343-34.3% | $5,984-30.4% | $5,287-21.2% |
| Admin fee / account holder | $8,904 | $9,817-9.3% | $8,357+6.5% | $10,132-12.1% |