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 | $172,111-58.0% | $150,298-51.9% | $137,256-47.3% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | -2.44% | 69.37%-71.8pp | 62.79%-65.2pp | 220.34%-222.8pp |
| Employer contribution / active EE | $565 | $4,636-87.8% | $4,154-86.4% | $4,156-86.4% |
| Participant deferral / active EE | $5,485 | $6,166-11.0% | $5,453+0.6% | $6,407-14.4% |
| Admin fee / account holder | $761 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |