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 9-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 | $24,352 | $58,234-58.2% | $81,783-70.2% | $80,874-69.9% |
| Participation rate | 17.9% | 63.4%-45.5pp | 72.4%-54.4pp | 67.6%-49.7pp |
| Annual return | 9.50% | 41.70%-32.2pp | 775.05%-765.5pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $585 | $3,283-82.2% | $4,320-86.5% | $4,297-86.4% |
| Admin fee / account holder | $1,162 | $4,982-76.7% | $7,380-84.3% | $6,935-83.2% |