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.
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 | $22,068 | $49,177-55.1% | $79,464-72.2% | $64,186-65.6% |
| Participation rate | 18.9% | 65.0%-46.1pp | 73.3%-54.4pp | 69.6%-50.6pp |
| Annual return | -9.07% | -1.16%-7.9pp | 718.14%-727.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $499 | $2,076-76.0% | $2,800-82.2% | $2,381-79.1% |
| Participant deferral / active EE | $487 | $2,821-82.8% | $3,704-86.9% | $3,470-86.0% |
| Admin fee / account holder | $301 | $3,839-92.2% | $5,113-94.1% | $4,888-93.8% |