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 | $24,743 | $82,664-70.1% | $125,339-80.3% | $68,494-63.9% |
| Participation rate | 23.3% | 75.0%-51.8pp | 82.4%-59.1pp | 67.9%-44.6pp |
| Annual return | -26.08% | -5.97%-20.1pp | 572.05%-598.1pp | -7.84%-18.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,853 | $6,110-36.9% | $7,446-48.3% | $4,027-4.3% |
| Admin fee / account holder | $733 | $6,275-88.3% | $10,010-92.7% | $5,403-86.4% |