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 9-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 | $35,693 | $77,813-54.1% | $123,544-71.1% | $64,186-44.4% |
| Participation rate | 26.9% | 74.7%-47.8pp | 82.3%-55.4pp | 69.6%-42.6pp |
| Annual return | -20.96% | 12.48%-33.4pp | 119.20%-140.2pp | 7.63%-28.6pp |
| Employer contribution / active EE | $367 | $3,014-87.8% | $4,628-92.1% | $2,381-84.6% |
| Participant deferral / active EE | $2,722 | $5,240-48.1% | $6,426-57.6% | $3,470-21.5% |
| Admin fee / account holder | $4,442 | $5,519-19.5% | $9,284-52.2% | $4,888-9.1% |