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 | $24,633 | $54,726-55.0% | $68,793-64.2% | $64,186-61.6% |
| Participation rate | 48.1% | 68.0%-20.0pp | 72.2%-24.2pp | 69.6%-21.5pp |
| Annual return | -8.51% | -1.62%-6.9pp | -4.63%-3.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $154 | $1,846-91.7% | $2,625-94.1% | $2,381-93.5% |
| Participant deferral / active EE | $1,192 | $2,626-54.6% | $3,311-64.0% | $3,470-65.6% |
| Admin fee / account holder | $1,879 | $4,027-53.3% | $5,131-63.4% | $4,888-61.6% |