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.
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 | $67,525 | $71,883-6.1% | $86,677-22.1% | $68,494-1.4% |
| Participation rate | 30.4% | 72.2%-41.9pp | 76.6%-46.2pp | 67.9%-37.5pp |
| Annual return | -19.94% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,666 | $3,779-55.9% | $4,656-64.2% | $4,027-58.6% |
| Admin fee / account holder | $13,251 | $6,112+116.8% | $7,493+76.8% | $5,403+145.3% |