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 7-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 | $26,849 | $102,317-73.8% | $146,958-81.7% | $80,856-66.8% |
| Participation rate | 28.4% | 75.8%-47.5pp | 82.2%-53.8pp | 67.6%-39.3pp |
| Annual return | 10.60% | 134.76%-124.2pp | 418.34%-407.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,169 | $6,644-82.4% | $8,070-85.5% | $4,296-72.8% |
| Admin fee / account holder | $423 | $7,941-94.7% | $12,998-96.7% | $6,918-93.9% |