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 | $45,899 | $138,044-66.8% | $125,339-63.4% | $134,475-65.9% |
| Participation rate | 41.7% | 84.5%-42.8pp | 82.4%-40.7pp | 81.2%-39.6pp |
| Annual return | -23.45% | 750.33%-773.8pp | 572.05%-595.5pp | 417.96%-441.4pp |
| Employer contribution / active EE | $842 | $5,243-83.9% | $4,814-82.5% | $4,740-82.2% |
| Participant deferral / active EE | $3,807 | $7,799-51.2% | $7,446-48.9% | $6,400-40.5% |
| Admin fee / account holder | $566 | $11,571-95.1% | $10,010-94.3% | $11,426-95.0% |