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 | $37,359 | $77,813-52.0% | $123,544-69.8% | $64,186-41.8% |
| Participation rate | 56.0% | 74.7%-18.7pp | 82.3%-26.3pp | 69.6%-13.6pp |
| Annual return | -9.12% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $336 | $3,014-88.8% | $4,628-92.7% | $2,381-85.9% |
| Participant deferral / active EE | $3,661 | $5,240-30.1% | $6,426-43.0% | $3,470+5.5% |
| Admin fee / account holder | $765 | $5,519-86.1% | $9,284-91.8% | $4,888-84.3% |