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 | $21,483 | $109,327-80.3% | $89,391-76.0% | $158,922-86.5% |
| Participation rate | 26.3% | 74.3%-47.9pp | 68.0%-41.7pp | 82.0%-55.6pp |
| Annual return | 2.43% | 345.68%-343.2pp | 245.62%-243.2pp | 302.83%-300.4pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,410 | $4,598-69.3% | $3,890-63.7% | $5,982-76.4% |
| Admin fee / account holder | $26,937 | $6,153+337.8% | $4,881+451.8% | $11,246+139.5% |