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 9-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 | $42,532 | $87,013-51.1% | $106,213-60.0% | $80,856-47.4% |
| Participation rate | 3.9% | 70.4%-66.5pp | 75.3%-71.4pp | 67.6%-63.7pp |
| Annual return | -1.12% | 17.05%-18.2pp | 116.14%-117.3pp | 35.59%-36.7pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $305 | $3,986-92.4% | $5,016-93.9% | $4,296-92.9% |
| Admin fee / account holder | $2,504 | $8,431-70.3% | $11,033-77.3% | $6,918-63.8% |