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 | $54,982 | $91,538-39.9% | $129,995-57.7% | $75,163-26.8% |
| Participation rate | 48.0% | 71.4%-23.4pp | 78.5%-30.5pp | 67.2%-19.2pp |
| Annual return | 11.45% | -631.11%+642.6pp | -137.18%+148.6pp | 160.62%-149.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,333 | $4,341-46.3% | $5,820-59.9% | $4,125-43.4% |
| Admin fee / account holder | $15,803 | $6,790+132.7% | $10,614+48.9% | $5,651+179.7% |