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 | $51,100 | $61,660-17.1% | $80,019-36.1% | $64,186-20.4% |
| Participation rate | 52.8% | 71.7%-18.9pp | 75.8%-23.0pp | 69.6%-16.8pp |
| Annual return | -7.67% | -0.33%-7.3pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | -$16 | $1,810-100.9% | $2,468-100.7% | $2,381-100.7% |
| Participant deferral / active EE | $2,109 | $2,968-28.9% | $3,686-42.8% | $3,470-39.2% |
| Admin fee / account holder | $1,919 | $5,417-64.6% | $6,521-70.6% | $4,888-60.7% |