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 | $49,611 | $64,839-23.5% | $95,585-48.1% | $84,808-41.5% |
| Participation rate | 28.3% | 63.8%-35.5pp | 72.1%-43.7pp | 68.3%-40.0pp |
| Annual return | 12.93% | -670.96%+683.9pp | 38.56%-25.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,705 | $2,965-42.5% | $4,023-57.6% | $4,212-59.5% |
| Admin fee / account holder | $9,697 | $5,964+62.6% | $6,127+58.3% | $7,344+32.0% |