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 | $42,810 | $63,442-32.5% | $68,791-37.8% | $66,914-36.0% |
| Participation rate | 29.6% | 60.0%-30.3pp | 69.0%-39.4pp | 69.8%-40.2pp |
| Annual return | -20.02% | -8.29%-11.7pp | -6.38%-13.6pp | 1.58%-21.6pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,127 | $2,945-27.8% | $3,941-46.0% | $4,237-49.8% |
| Admin fee / account holder | $676 | $577+17.0% | $4,932-86.3% | $593+13.9% |