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 | $106,099 | $48,576+118.4% | $169,463-37.4% | $56,287+88.5% |
| Participation rate | 24.5% | 65.8%-41.3pp | 77.8%-53.3pp | 69.9%-45.3pp |
| Annual return | -10.01% | -2.51%-7.5pp | 1.83%-11.8pp | -9.96%0pp |
| Employer contribution / active EE | $0 | $1,559-100.0% | $4,159-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,435 | $3,275-25.6% | $5,277-53.8% | $3,350-27.3% |
| Admin fee / account holder | $551 | $435+26.7% | $9,109-94.0% | $521+5.8% |