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 | $31,084 | $48,795-36.3% | $65,493-52.5% | $84,808-63.3% |
| Participation rate | 13.0% | 67.0%-53.9pp | 73.1%-60.0pp | 68.3%-55.3pp |
| Annual return | 11.00% | 20.20%-9.2pp | 982.45%-971.4pp | 40.90%-29.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $512 | $2,928-82.5% | $3,961-87.1% | $4,212-87.8% |
| Admin fee / account holder | $26,497 | $3,877+583.4% | $5,028+427.0% | $7,344+260.8% |