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 | $18,354 | $53,127-65.5% | $86,590-78.8% | $70,131-73.8% |
| Participation rate | 20.5% | 65.3%-44.8pp | 73.5%-53.0pp | 69.5%-49.0pp |
| Annual return | -10.58% | 27.66%-38.2pp | 964.84%-975.4pp | 73.14%-83.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,041 | $2,696-24.3% | $3,609-43.4% | $3,332-38.7% |
| Admin fee / account holder | $6,680 | $3,585+86.3% | $4,906+36.2% | $4,645+43.8% |