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 8-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 | $34,435 | $127,386-73.0% | $115,037-70.1% | $125,391-72.5% |
| Participation rate | 35.3% | 84.2%-48.9pp | 81.4%-46.1pp | 83.2%-47.9pp |
| Annual return | -4.88% | 31.28%-36.2pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,234 | $6,423-65.2% | $6,026-62.9% | $5,352-58.3% |
| Admin fee / account holder | $956 | $9,516-90.0% | $8,175-88.3% | $9,540-90.0% |