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 5-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 | $44,585 | $138,044-67.7% | $125,339-64.4% | $134,475-66.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -20.93% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $600 | $5,243-88.6% | $4,814-87.5% | $4,740-87.3% |
| Participant deferral / active EE | $9,750 | $7,799+25.0% | $7,446+30.9% | $6,400+52.4% |
| Admin fee / account holder | $332 | $11,571-97.1% | $10,010-96.7% | $11,426-97.1% |