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 | $62,347 | $67,411-7.5% | $91,001-31.5% | $70,131-11.1% |
| Participation rate | 67.2% | 71.4%-4.2pp | 75.6%-8.4pp | 69.5%-2.4pp |
| Annual return | 12.26% | -40.16%+52.4pp | 4.60%+7.7pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,374 | $2,823-51.3% | $3,547-61.3% | $3,332-58.8% |
| Admin fee / account holder | $5,162 | $4,236+21.9% | $5,417-4.7% | $4,645+11.1% |