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 | $26,758 | $70,428-62.0% | $96,562-72.3% | $85,850-68.8% |
| Participation rate | 13.2% | 61.8%-48.6pp | 69.8%-56.6pp | 69.3%-56.1pp |
| Annual return | 0.63% | 18.59%-18.0pp | 37.78%-37.2pp | 318.53%-317.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $223 | $2,894-92.3% | $3,849-94.2% | $3,952-94.3% |
| Admin fee / account holder | $2,866 | $4,997-42.7% | $6,181-53.6% | $6,260-54.2% |