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 | $30,044 | $73,867-59.3% | $143,757-79.1% | $68,494-56.1% |
| Participation rate | 37.0% | 66.7%-29.6pp | 80.3%-43.3pp | 67.9%-30.9pp |
| Annual return | -38.75% | 1.01%-39.8pp | -0.04%-38.7pp | -7.84%-30.9pp |
| Employer contribution / active EE | $412 | $3,184-87.1% | $4,951-91.7% | $2,596-84.1% |
| Participant deferral / active EE | $565 | $3,384-83.3% | $5,637-90.0% | $4,027-86.0% |
| Admin fee / account holder | $1,541 | $5,755-73.2% | $14,673-89.5% | $5,403-71.5% |