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 | $34,380 | $75,828-54.7% | $147,614-76.7% | $59,632-42.3% |
| Participation rate | 56.3% | 71.6%-15.3pp | 84.6%-28.4pp | 68.7%-12.4pp |
| Annual return | -4.50% | 0.37%-4.9pp | 61.98%-66.5pp | 2041.28%-2045.8pp |
| Employer contribution / active EE | $240 | $3,485-93.1% | $5,564-95.7% | $2,203-89.1% |
| Participant deferral / active EE | $2,399 | $3,130-23.4% | $4,895-51.0% | $3,192-24.8% |
| Admin fee / account holder | $876 | $5,985-85.4% | $11,611-92.5% | $4,297-79.6% |