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 | $28,091 | $89,753-68.7% | $107,525-73.9% | $84,808-66.9% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 9.84% | 29.48%-19.6pp | 181.32%-171.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $1,011 | $3,113-67.5% | $3,754-73.1% | $2,631-61.6% |
| Participant deferral / active EE | $1,678 | $4,056-58.6% | $5,116-67.2% | $4,212-60.2% |
| Admin fee / account holder | $21,811 | $7,222+202.0% | $8,919+144.6% | $7,344+197.0% |