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 | $91,429 | $84,527+8.2% | $67,711+35.0% | $125,391-27.1% |
| Participation rate | 35.7% | 74.8%-39.1pp | 67.5%-31.8pp | 83.2%-47.5pp |
| Annual return | -7.67% | 2.57%-10.2pp | 25.41%-33.1pp | 282.22%-289.9pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,116 | $4,429+15.5% | $3,585+42.7% | $5,352-4.4% |
| Admin fee / account holder | $4,622 | $5,340-13.4% | $4,255+8.6% | $9,540-51.6% |