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 | $24,434 | $82,664-70.4% | $125,339-80.5% | $68,494-64.3% |
| Participation rate | 64.2% | 75.0%-10.9pp | 82.4%-18.2pp | 67.9%-3.7pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,034 | $3,381-69.4% | $4,814-78.5% | $2,596-60.2% |
| Participant deferral / active EE | $1,744 | $6,110-71.5% | $7,446-76.6% | $4,027-56.7% |
| Admin fee / account holder | $5,553 | $6,275-11.5% | $10,010-44.5% | $5,403+2.8% |