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 | $36,799 | $59,805-38.5% | $79,550-53.7% | $68,494-46.3% |
| Participation rate | 45.8% | 61.1%-15.2pp | 69.5%-23.7pp | 67.9%-22.1pp |
| Annual return | -22.54% | -12.30%-10.2pp | 0.16%-22.7pp | -7.84%-14.7pp |
| Employer contribution / active EE | $268 | $1,505-82.2% | $2,413-88.9% | $2,596-89.7% |
| Participant deferral / active EE | $1,664 | $3,024-45.0% | $3,985-58.2% | $4,027-58.7% |
| Admin fee / account holder | $5,844 | $4,835+20.9% | $6,832-14.5% | $5,403+8.2% |