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 | $19,012 | $65,908-71.2% | $81,812-76.8% | $77,643-75.5% |
| Participation rate | 3.6% | 65.8%-62.2pp | 72.3%-68.7pp | 70.6%-67.0pp |
| Annual return | 10.88% | 26.64%-15.8pp | 773.79%-762.9pp | 31.24%-20.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $209 | $3,505-94.0% | $4,319-95.2% | $4,647-95.5% |
| Admin fee / account holder | $843 | $526+60.2% | $7,386-88.6% | $430+95.8% |