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 | $52,388 | $49,280+6.3% | $67,313-22.2% | $64,186-18.4% |
| Participation rate | 29.3% | 60.8%-31.5pp | 69.1%-39.8pp | 69.6%-40.3pp |
| Annual return | -8.41% | -1.39%-7.0pp | -4.08%-4.3pp | 7.63%-16.0pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,117 | $2,484-14.8% | $3,568-40.7% | $3,470-39.0% |
| Admin fee / account holder | $4,986 | $3,863+29.1% | $4,507+10.6% | $4,888+2.0% |