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 8-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 | $106,294 | $185,822-42.8% | $169,993-37.5% | $139,434-23.8% |
| Participation rate | 25.0% | 87.8%-62.8pp | 87.0%-62.0pp | 80.3%-55.3pp |
| Annual return | -7.52% | 60.50%-68.0pp | 53.37%-60.9pp | 372.94%-380.5pp |
| Employer contribution / active EE | $700 | $7,590-90.8% | $6,785-89.7% | $4,751-85.3% |
| Participant deferral / active EE | $6,000 | $11,622-48.4% | $10,408-42.3% | $6,710-10.6% |
| Admin fee / account holder | $657 | $15,381-95.7% | $12,815-94.9% | $11,403-94.2% |