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 | $96,191 | $25,979+270.3% | $71,735+34.1% | $68,494+40.4% |
| Participation rate | 23.4% | 54.5%-31.1pp | 62.3%-38.9pp | 67.9%-44.5pp |
| Annual return | -21.78% | -15.10%-6.7pp | 9.14%-30.9pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $900-100.0% | $1,704-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,074 | $1,522-29.4% | $2,658-59.6% | $4,027-73.3% |
| Admin fee / account holder | $9,336 | $2,022+361.8% | $3,974+134.9% | $5,403+72.8% |