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 | $30,544 | $67,411-54.7% | $91,001-66.4% | $70,131-56.4% |
| Participation rate | 31.3% | 71.4%-40.1pp | 75.6%-44.4pp | 69.5%-38.3pp |
| Annual return | 10.00% | -40.16%+50.2pp | 4.60%+5.4pp | 73.14%-63.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $499 | $2,823-82.3% | $3,547-85.9% | $3,332-85.0% |
| Admin fee / account holder | $6,566 | $4,236+55.0% | $5,417+21.2% | $4,645+41.3% |