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 | $26,570 | $77,813-65.9% | $123,544-78.5% | $64,186-58.6% |
| Participation rate | 63.9% | 74.7%-10.8pp | 82.3%-18.4pp | 69.6%-5.7pp |
| Annual return | -8.98% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,200 | $5,240+18.3% | $6,426-3.5% | $3,470+78.7% |
| Admin fee / account holder | $2,890 | $5,519-47.6% | $9,284-68.9% | $4,888-40.9% |