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 | $11,688 | $48,265-75.8% | $68,791-83.0% | $68,494-82.9% |
| Participation rate | 41.7% | 60.7%-19.0pp | 69.0%-27.4pp | 67.9%-26.2pp |
| Annual return | -24.65% | -12.71%-11.9pp | -6.38%-18.3pp | -7.84%-16.8pp |
| Employer contribution / active EE | $291 | $1,829-84.1% | $2,655-89.0% | $2,596-88.8% |
| Participant deferral / active EE | $1,455 | $2,867-49.3% | $3,941-63.1% | $4,027-63.9% |
| Admin fee / account holder | $430 | $4,355-90.1% | $4,932-91.3% | $5,403-92.0% |