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 | $45,171 | $158,817-71.6% | $121,196-62.7% | $135,375-66.6% |
| Participation rate | 37.5% | 79.3%-41.8pp | 71.7%-34.2pp | 82.6%-45.1pp |
| Annual return | -12.44% | -0.64%-11.8pp | 16.93%-29.4pp | 519.73%-532.2pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,480 | $4,005-63.1% | $3,344-55.8% | $5,609-73.6% |
| Admin fee / account holder | $3,032 | $6,512-53.4% | $5,019-39.6% | $10,827-72.0% |