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 | $27,478 | $175,202-84.3% | $149,673-81.6% | $139,434-80.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | -2.99% | 166.71%-169.7pp | 134.42%-137.4pp | 372.94%-375.9pp |
| Employer contribution / active EE | $344 | $5,474-93.7% | $4,818-92.9% | $4,751-92.8% |
| Participant deferral / active EE | $4,705 | $6,519-27.8% | $5,680-17.2% | $6,710-29.9% |
| Admin fee / account holder | $444 | $16,150-97.2% | $13,210-96.6% | $11,403-96.1% |