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 8-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 | $98,708 | $167,307-41.0% | $143,757-31.3% | $134,475-26.6% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -35.55% | 0.46%-36.0pp | -0.04%-35.5pp | 417.96%-453.5pp |
| Employer contribution / active EE | $1,000 | $5,619-82.2% | $4,951-79.8% | $4,740-78.9% |
| Participant deferral / active EE | $17,667 | $6,446+174.1% | $5,637+213.4% | $6,400+176.1% |
| Admin fee / account holder | $334 | $18,088-98.2% | $14,673-97.7% | $11,426-97.1% |