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 | $24,651 | $82,664-70.2% | $125,339-80.3% | $68,494-64.0% |
| Participation rate | 38.5% | 75.0%-36.6pp | 82.4%-43.9pp | 67.9%-29.4pp |
| Annual return | -20.85% | -5.97%-14.9pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,126 | $3,381-66.7% | $4,814-76.6% | $2,596-56.6% |
| Participant deferral / active EE | $1,979 | $6,110-67.6% | $7,446-73.4% | $4,027-50.9% |
| Admin fee / account holder | $373 | $6,275-94.1% | $10,010-96.3% | $5,403-93.1% |