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 6-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 | $6,007 | $97,125-93.8% | $86,233-93.0% | $137,256-95.6% |
| Participation rate | 54.5% | 74.2%-19.7pp | 69.0%-14.5pp | 80.0%-25.4pp |
| Annual return | -0.70% | 74.19%-74.9pp | 61.39%-62.1pp | 220.34%-221.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,272 | $5,180-36.8% | $4,559-28.2% | $6,407-48.9% |
| Admin fee / account holder | $935 | $9,725-90.4% | $8,342-88.8% | $12,270-92.4% |