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 6-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 | $14,152 | $73,867-80.8% | $143,757-90.2% | $68,494-79.3% |
| Participation rate | 37.0% | 66.7%-29.6pp | 80.3%-43.3pp | 67.9%-30.9pp |
| Annual return | -19.86% | 1.01%-20.9pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $263 | $3,184-91.7% | $4,951-94.7% | $2,596-89.9% |
| Participant deferral / active EE | $2,559 | $3,384-24.4% | $5,637-54.6% | $4,027-36.5% |
| Admin fee / account holder | $514 | $5,755-91.1% | $14,673-96.5% | $5,403-90.5% |