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 | $74,105 | $72,404+2.4% | $110,238-32.8% | $64,186+15.5% |
| Participation rate | 37.1% | 73.3%-36.3pp | 79.8%-42.7pp | 69.6%-32.5pp |
| Annual return | -8.70% | -6.29%-2.4pp | 314.74%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $434 | $2,282-81.0% | $3,826-88.7% | $2,381-81.8% |
| Participant deferral / active EE | $1,990 | $3,469-42.6% | $4,672-57.4% | $3,470-42.6% |
| Admin fee / account holder | $1,632 | $5,664-71.2% | $8,547-80.9% | $4,888-66.6% |