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 | $104,974-95.5% | $95,585-95.1% | $142,382-96.7% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.1%-11.0pp | 80.1%-19.0pp |
| Annual return | -33.19% | 210.33%-243.5pp | 38.56%-71.8pp | 217.08%-250.3pp |
| Employer contribution / active EE | $21 | $2,779-99.2% | $2,527-99.2% | $4,299-99.5% |
| Participant deferral / active EE | $1,628 | $4,352-62.6% | $4,023-59.5% | $6,507-75.0% |
| Admin fee / account holder | $1,915 | $6,386-70.0% | $6,127-68.7% | $12,624-84.8% |