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 | $60,631 | $107,334-43.5% | $92,893-34.7% | $152,861-60.3% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 0.69% | 145.58%-144.9pp | 109.41%-108.7pp | 345.32%-344.6pp |
| Employer contribution / active EE | $415 | $4,221-90.2% | $3,653-88.6% | $4,762-91.3% |
| Participant deferral / active EE | $2,557 | $4,845-47.2% | $4,236-39.6% | $5,850-56.3% |
| Admin fee / account holder | $985 | $7,079-86.1% | $5,794-83.0% | $11,596-91.5% |