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 4-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.
Participant 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 | $74,075 | $59,417+24.7% | $93,606-20.9% | $74,495-0.6% |
| Participation rate | 45.7% | 59.7%-14.0pp | 68.7%-23.1pp | 67.2%-21.5pp |
| Annual return | 2.98% | 81.83%-78.9pp | 133.20%-130.2pp | 1364.94%-1362.0pp |
| Employer contribution / active EE | $502 | $1,264-60.2% | $2,420-79.2% | $2,623-80.8% |
| Participant deferral / active EE | $658 | $3,050-78.4% | $4,411-85.1% | $4,346-84.9% |
| Admin fee / account holder | $8,519 | $3,021+181.9% | $8,285+2.8% | $1,942+338.7% |