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 | $168,018 | $133,958+25.4% | $112,228+49.7% | $134,475+24.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.1%-50.1pp | 81.2%-56.2pp |
| Annual return | -24.27% | 47.11%-71.4pp | 27.45%-51.7pp | 417.96%-442.2pp |
| Employer contribution / active EE | $408 | $4,038-89.9% | $3,635-88.8% | $4,740-91.4% |
| Participant deferral / active EE | $8,375 | $5,291+58.3% | $4,728+77.1% | $6,400+30.9% |
| Admin fee / account holder | $5,409 | $7,489-27.8% | $6,410-15.6% | $11,426-52.7% |