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 | $34,677 | $49,177-29.5% | $79,464-56.4% | $64,186-46.0% |
| Participation rate | 35.5% | 65.0%-29.5pp | 73.3%-37.9pp | 69.6%-34.1pp |
| Annual return | -8.92% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $115 | $2,076-94.4% | $2,800-95.9% | $2,381-95.2% |
| Participant deferral / active EE | $1,407 | $2,821-50.1% | $3,704-62.0% | $3,470-59.4% |
| Admin fee / account holder | $2,627 | $3,839-31.6% | $5,113-48.6% | $4,888-46.3% |