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 5-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 | $41,866 | $183,519-77.2% | $155,509-73.1% | $145,922-71.3% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 5.79% | 61.17%-55.4pp | 64.67%-58.9pp | 561.29%-555.5pp |
| Employer contribution / active EE | $966 | $5,313-81.8% | $4,672-79.3% | $4,660-79.3% |
| Participant deferral / active EE | $3,344 | $6,462-48.3% | $5,626-40.6% | $6,688-50.0% |
| Admin fee / account holder | $447 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |