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 | $25,111 | $82,630-69.6% | $64,105-60.8% | $125,391-80.0% |
| Participation rate | 41.7% | 75.9%-34.2pp | 68.2%-26.5pp | 83.2%-41.5pp |
| Annual return | -5.81% | 1489.72%-1495.5pp | 791.24%-797.1pp | 282.22%-288.0pp |
| Employer contribution / active EE | $150 | $2,671-94.4% | $1,820-91.8% | $4,866-96.9% |
| Participant deferral / active EE | $1,309 | $3,608-63.7% | $2,822-53.6% | $5,352-75.5% |
| Admin fee / account holder | $1,306 | $6,382-79.5% | $4,499-71.0% | $9,540-86.3% |