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 6-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 | $39,994 | $138,044-71.0% | $125,339-68.1% | $134,475-70.3% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -30.70% | 750.33%-781.0pp | 572.05%-602.8pp | 417.96%-448.7pp |
| Employer contribution / active EE | $279 | $5,243-94.7% | $4,814-94.2% | $4,740-94.1% |
| Participant deferral / active EE | $2,627 | $7,799-66.3% | $7,446-64.7% | $6,400-59.0% |
| Admin fee / account holder | $17,616 | $11,571+52.2% | $10,010+76.0% | $11,426+54.2% |