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 4-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 | $23,748 | $159,901-85.1% | $146,958-83.8% | $145,922-83.7% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.8pp |
| Annual return | 0.85% | 98.13%-97.3pp | 418.34%-417.5pp | 561.29%-560.4pp |
| Employer contribution / active EE | $137 | $5,286-97.4% | $4,933-97.2% | $4,660-97.1% |
| Participant deferral / active EE | $8,098 | $8,428-3.9% | $8,070+0.3% | $6,688+21.1% |
| Admin fee / account holder | $4,680 | $15,044-68.9% | $12,998-64.0% | $13,397-65.1% |