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 | $13,771 | $77,419-82.2% | $69,455-80.2% | $152,861-91.0% |
| Participation rate | 68.8% | 78.1%-9.4pp | 74.6%-5.9pp | 82.4%-13.7pp |
| Annual return | -0.35% | 39.06%-39.4pp | 28.97%-29.3pp | 345.32%-345.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,142 | $4,414+16.5% | $3,535+45.4% | $5,850-12.1% |
| Admin fee / account holder | $33,025 | $6,207+432.1% | $3,839+760.2% | $11,596+184.8% |