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 | $53,190 | $180,449-70.5% | $154,107-65.5% | $135,375-60.7% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -13.09% | 888.09%-901.2pp | 735.12%-748.2pp | 519.73%-532.8pp |
| Employer contribution / active EE | $810 | $6,035-86.6% | $5,298-84.7% | $4,779-83.0% |
| Participant deferral / active EE | $4,000 | $5,806-31.1% | $5,081-21.3% | $5,609-28.7% |
| Admin fee / account holder | $318 | $16,143-98.0% | $13,411-97.6% | $10,827-97.1% |