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 | $60,121 | $73,867-18.6% | $143,757-58.2% | $68,494-12.2% |
| Participation rate | 16.3% | 66.7%-50.4pp | 80.3%-64.0pp | 67.9%-51.6pp |
| Annual return | -22.79% | 1.01%-23.8pp | -0.04%-22.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $107 | $3,184-96.6% | $4,951-97.8% | $2,596-95.9% |
| Participant deferral / active EE | $986 | $3,384-70.9% | $5,637-82.5% | $4,027-75.5% |
| Admin fee / account holder | $2,076 | $5,755-63.9% | $14,673-85.9% | $5,403-61.6% |