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 | $44,882 | $57,354-21.7% | $83,848-46.5% | $64,186-30.1% |
| Participation rate | 5.9% | 68.6%-62.7pp | 76.1%-70.3pp | 69.6%-63.7pp |
| Annual return | -24.53% | 11.38%-35.9pp | 850.88%-875.4pp | 7.63%-32.2pp |
| Employer contribution / active EE | $238 | $2,545-90.6% | $3,631-93.4% | $2,381-90.0% |
| Participant deferral / active EE | $1,522 | $2,993-49.2% | $4,082-62.7% | $3,470-56.1% |
| Admin fee / account holder | $1,441 | $4,046-64.4% | $5,478-73.7% | $4,888-70.5% |