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 | $33,888 | $72,404-53.2% | $110,238-69.3% | $64,186-47.2% |
| Participation rate | 24.3% | 73.3%-49.0pp | 79.8%-55.5pp | 69.6%-45.2pp |
| Annual return | -7.90% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $663 | $2,282-70.9% | $3,826-82.7% | $2,381-72.1% |
| Participant deferral / active EE | $1,146 | $3,469-67.0% | $4,672-75.5% | $3,470-67.0% |
| Admin fee / account holder | $349 | $5,664-93.8% | $8,547-95.9% | $4,888-92.9% |