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 | $34,078 | $82,664-58.8% | $125,339-72.8% | $68,494-50.2% |
| Participation rate | 47.1% | 75.0%-28.0pp | 82.4%-35.3pp | 67.9%-20.8pp |
| Annual return | -19.82% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,531 | $6,110-42.2% | $7,446-52.6% | $4,027-12.3% |
| Admin fee / account holder | $1,563 | $6,275-75.1% | $10,010-84.4% | $5,403-71.1% |