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 7-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 | $14,715 | $105,126-86.0% | $94,646-84.5% | $139,434-89.4% |
| Participation rate | 35.3% | 82.4%-47.1pp | 80.8%-45.5pp | 80.3%-45.0pp |
| Annual return | -1.58% | 38.03%-39.6pp | 156.71%-158.3pp | 372.94%-374.5pp |
| Employer contribution / active EE | $422 | $4,106-89.7% | $3,672-88.5% | $4,751-91.1% |
| Participant deferral / active EE | $3,912 | $7,599-48.5% | $7,418-47.3% | $6,710-41.7% |
| Admin fee / account holder | $1,749 | $8,984-80.5% | $7,231-75.8% | $11,403-84.7% |