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 4-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 | $34,453 | $53,516-35.6% | $126,539-72.8% | $84,808-59.4% |
| Participation rate | 2.3% | 58.2%-56.0pp | 69.8%-67.5pp | 68.3%-66.0pp |
| Annual return | 12.94% | 58.34%-45.4pp | 425.95%-413.0pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $258 | $2,671-90.3% | $4,083-93.7% | $4,212-93.9% |
| Admin fee / account holder | $4,859 | $4,497+8.1% | $6,065-19.9% | $7,344-33.8% |