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 | $44,710 | $115,770-61.4% | $101,248-55.8% | $158,922-71.9% |
| Participation rate | 45.5% | 79.4%-33.9pp | 75.8%-30.4pp | 82.0%-36.5pp |
| Annual return | -0.45% | 56.14%-56.6pp | 46.47%-46.9pp | 302.83%-303.3pp |
| Employer contribution / active EE | $618 | $4,175-85.2% | $3,660-83.1% | $4,761-87.0% |
| Participant deferral / active EE | $2,781 | $4,957-43.9% | $4,370-36.4% | $5,982-53.5% |
| Admin fee / account holder | $1,414 | $7,245-80.5% | $5,945-76.2% | $11,246-87.4% |