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 | $48,740 | $168,632-71.1% | $147,614-67.0% | $125,391-61.1% |
| Participation rate | 36.4% | 88.8%-52.4pp | 84.6%-48.3pp | 83.2%-46.8pp |
| Annual return | -6.63% | 77.65%-84.3pp | 61.98%-68.6pp | 282.22%-288.9pp |
| Employer contribution / active EE | $907 | $6,252-85.5% | $5,564-83.7% | $4,866-81.4% |
| Participant deferral / active EE | $5,455 | $5,507-0.9% | $4,895+11.4% | $5,352+1.9% |
| Admin fee / account holder | $458 | $13,580-96.6% | $11,611-96.1% | $9,540-95.2% |