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 | $52,690 | $65,435-19.5% | $86,677-39.2% | $66,914-21.3% |
| Participation rate | 69.0% | 75.5%-6.5pp | 76.6%-7.6pp | 69.8%-0.8pp |
| Annual return | -18.70% | -10.89%-7.8pp | 35.91%-54.6pp | 1.58%-20.3pp |
| Employer contribution / active EE | $241 | $2,153-88.8% | $2,836-91.5% | $2,544-90.5% |
| Participant deferral / active EE | $3,301 | $4,100-19.5% | $4,656-29.1% | $4,237-22.1% |
| Admin fee / account holder | $2,624 | $642+309.1% | $7,493-65.0% | $593+342.4% |