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 | $43,194 | $127,386-66.1% | $115,037-62.5% | $125,391-65.6% |
| Participation rate | 40.0% | 84.2%-44.2pp | 81.4%-41.4pp | 83.2%-43.2pp |
| Annual return | -4.80% | 31.28%-36.1pp | 26.14%-30.9pp | 282.22%-287.0pp |
| Employer contribution / active EE | $552 | $5,166-89.3% | $4,608-88.0% | $4,866-88.7% |
| Participant deferral / active EE | $4,837 | $6,423-24.7% | $6,026-19.7% | $5,352-9.6% |
| Admin fee / account holder | $562 | $9,516-94.1% | $8,175-93.1% | $9,540-94.1% |