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 | $46,713 | $138,065-66.2% | $123,544-62.2% | $135,375-65.5% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -13.04% | 153.68%-166.7pp | 119.20%-132.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $186 | $5,151-96.4% | $4,628-96.0% | $4,779-96.1% |
| Participant deferral / active EE | $5,565 | $6,799-18.2% | $6,426-13.4% | $5,609-0.8% |
| Admin fee / account holder | $1,023 | $10,916-90.6% | $9,284-89.0% | $10,827-90.6% |