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 | $42,232 | $99,032-57.4% | $80,019-47.2% | $135,375-68.8% |
| Participation rate | 54.5% | 78.4%-23.8pp | 75.8%-21.3pp | 82.6%-28.1pp |
| Annual return | -9.11% | 15.39%-24.5pp | 11.22%-20.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $255 | $3,043-91.6% | $2,468-89.7% | $4,779-94.7% |
| Participant deferral / active EE | $2,550 | $4,282-40.5% | $3,686-30.8% | $5,609-54.5% |
| Admin fee / account holder | $373 | $10,436-96.4% | $6,521-94.3% | $10,827-96.6% |