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 3-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 | $4,715 | $101,618-95.4% | $93,063-94.9% | $137,256-96.6% |
| Participation rate | 61.1% | 74.9%-13.8pp | 72.1%-11.0pp | 80.0%-18.8pp |
| Annual return | -33.19% | 223.95%-257.1pp | 34.15%-67.3pp | 220.34%-253.5pp |
| Employer contribution / active EE | $21 | $2,707-99.2% | $2,476-99.1% | $4,156-99.5% |
| Participant deferral / active EE | $1,628 | $4,279-62.0% | $3,958-58.9% | $6,407-74.6% |
| Admin fee / account holder | $1,915 | $6,198-69.1% | $6,033-68.3% | $12,270-84.4% |