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 7-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 | $29,989 | $214,378-86.0% | $200,582-85.0% | $142,382-78.9% |
| Participation rate | 35.3% | 87.4%-52.1pp | 86.9%-51.6pp | 80.1%-44.8pp |
| Annual return | -2.77% | 46.41%-49.2pp | 42.33%-45.1pp | 217.08%-219.8pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,791 | $9,865-61.6% | $9,331-59.4% | $6,507-41.7% |
| Admin fee / account holder | $4,106 | $17,692-76.8% | $16,305-74.8% | $12,624-67.5% |