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 | $28,112 | $69,977-59.8% | $108,579-74.1% | $62,891-55.3% |
| Participation rate | 47.1% | 72.9%-25.8pp | 79.6%-32.5pp | 69.3%-22.2pp |
| Annual return | -2.10% | 10.73%-12.8pp | -51.70%+49.6pp | 20.14%-22.2pp |
| Employer contribution / active EE | $247 | $2,135-88.4% | $3,758-93.4% | $2,281-89.2% |
| Participant deferral / active EE | $2,309 | $3,165-27.1% | $4,311-46.4% | $3,203-27.9% |
| Admin fee / account holder | $2,308 | $5,076-54.5% | $7,645-69.8% | $4,296-46.3% |