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 4-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 | $72,354 | $177,572-59.3% | $154,803-53.3% | $142,382-49.2% |
| Participation rate | 42.9% | 82.1%-39.2pp | 78.1%-35.2pp | 80.1%-37.3pp |
| Annual return | -2.44% | 65.07%-67.5pp | 58.88%-61.3pp | 217.08%-219.5pp |
| Employer contribution / active EE | $565 | $4,810-88.3% | $4,305-86.9% | $4,299-86.9% |
| Participant deferral / active EE | $5,485 | $6,272-12.5% | $5,540-1.0% | $6,507-15.7% |
| Admin fee / account holder | $761 | $16,786-95.5% | $14,329-94.7% | $12,624-94.0% |