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 | $102,534 | $167,307-38.7% | $143,757-28.7% | $134,475-23.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -21.19% | 0.46%-21.7pp | -0.04%-21.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,122 | $5,619-80.0% | $4,951-77.3% | $4,740-76.3% |
| Participant deferral / active EE | $3,423 | $6,446-46.9% | $5,637-39.3% | $6,400-46.5% |
| Admin fee / account holder | $774 | $18,088-95.7% | $14,673-94.7% | $11,426-93.2% |