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 | $177,993 | $123,793+43.8% | $177,821+0.1% | $79,858+122.9% |
| Participation rate | 36.4% | 84.7%-48.3pp | 87.7%-51.4pp | 69.6%-33.3pp |
| Annual return | -11.43% | 22.82%-34.2pp | 48.32%-59.8pp | 31.71%-43.1pp |
| Employer contribution / active EE | $611 | $4,095-85.1% | $5,918-89.7% | $2,471-75.3% |
| Participant deferral / active EE | $3,574 | $5,956-40.0% | $7,714-53.7% | $3,740-4.4% |
| Admin fee / account holder | $1,551 | $7,243-78.6% | $12,427-87.5% | $5,306-70.8% |