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 | $59,502 | $56,199+5.9% | $67,652-12.0% | $59,632-0.2% |
| Participation rate | 46.1% | 71.5%-25.4pp | 75.7%-29.6pp | 68.7%-22.6pp |
| Annual return | -2.51% | 18505.31%-18507.8pp | 6625.04%-6627.5pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,466 | $2,844+21.9% | $3,560-2.6% | $3,192+8.6% |
| Admin fee / account holder | $1,100 | $3,958-72.2% | $4,821-77.2% | $4,297-74.4% |