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 | $41,156 | $65,561-37.2% | $86,188-52.2% | $75,163-45.2% |
| Participation rate | 16.0% | 60.5%-44.4pp | 69.0%-52.9pp | 67.2%-51.1pp |
| Annual return | 11.26% | 46.05%-34.8pp | 1168.45%-1157.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,282 | $3,024-57.6% | $3,985-67.8% | $4,125-68.9% |
| Admin fee / account holder | $10,176 | $5,474+85.9% | $6,852+48.5% | $5,651+80.1% |