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 | $30,249 | $69,010-56.2% | $159,960-81.1% | $68,494-55.8% |
| Participation rate | 38.9% | 65.4%-26.5pp | 78.0%-39.1pp | 67.9%-29.0pp |
| Annual return | -20.62% | -9.65%-11.0pp | 408.60%-429.2pp | -7.84%-12.8pp |
| Employer contribution / active EE | $321 | $2,213-85.5% | $4,226-92.4% | $2,596-87.6% |
| Participant deferral / active EE | $2,476 | $4,212-41.2% | $6,182-59.9% | $4,027-38.5% |
| Admin fee / account holder | $2,818 | $4,798-41.3% | $8,698-67.6% | $5,403-47.8% |