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 | $23,621 | $71,883-67.1% | $86,677-72.7% | $68,494-65.5% |
| Participation rate | 58.8% | 72.2%-13.5pp | 76.6%-17.8pp | 67.9%-9.1pp |
| Annual return | -21.79% | 3.52%-25.3pp | 35.91%-57.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,973 | $3,779+5.1% | $4,656-14.7% | $4,027-1.4% |
| Admin fee / account holder | $1,419 | $6,112-76.8% | $7,493-81.1% | $5,403-73.7% |