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 | $39,900 | $53,162-24.9% | $91,220-56.3% | $68,494-41.7% |
| Participation rate | 10.0% | 63.2%-53.2pp | 73.2%-63.2pp | 67.9%-57.9pp |
| Annual return | -20.75% | -3.14%-17.6pp | 114.01%-134.8pp | -7.84%-12.9pp |
| Employer contribution / active EE | $318 | $1,709-81.4% | $2,850-88.8% | $2,596-87.8% |
| Participant deferral / active EE | $1,601 | $2,974-46.2% | $4,234-62.2% | $4,027-60.3% |
| Admin fee / account holder | $416 | $4,493-90.7% | $5,420-92.3% | $5,403-92.3% |