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 | $14,926 | $55,415-73.1% | $155,509-90.4% | $74,495-80.0% |
| Participation rate | 3.2% | 61.9%-58.7pp | 78.2%-75.0pp | 67.2%-64.0pp |
| Annual return | 8.39% | 268.50%-260.1pp | 64.67%-56.3pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $130 | $2,836-95.4% | $5,626-97.7% | $4,346-97.0% |
| Admin fee / account holder | $7,119 | $1,738+309.5% | $15,912-55.3% | $1,942+266.6% |