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 | $39,995 | $45,152-11.4% | $73,843-45.8% | $59,632-32.9% |
| Participation rate | 31.3% | 64.0%-32.8pp | 73.4%-42.2pp | 68.7%-37.4pp |
| Annual return | -4.00% | 27.40%-31.4pp | 2267.84%-2271.8pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $514 | $1,902-73.0% | $2,787-81.6% | $2,203-76.7% |
| Participant deferral / active EE | $555 | $2,574-78.4% | $3,583-84.5% | $3,192-82.6% |
| Admin fee / account holder | $1,154 | $3,516-67.2% | $4,880-76.3% | $4,297-73.1% |