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 | $81,024 | $131,829-38.5% | $108,579-25.4% | $273,961-70.4% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.6%-43.2pp | 83.0%-46.7pp |
| Annual return | 0.86% | -91.57%+92.4pp | -51.70%+52.6pp | 41.45%-40.6pp |
| Employer contribution / active EE | $397 | $4,912-91.9% | $3,758-89.4% | $4,869-91.9% |
| Participant deferral / active EE | $7,930 | $5,127+54.7% | $4,311+84.0% | $5,287+50.0% |
| Admin fee / account holder | $22,609 | $10,252+120.5% | $7,645+195.7% | $10,132+123.1% |