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 3-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 | $22,105 | $49,922-55.7% | $80,569-72.6% | $75,163-70.6% |
| Participation rate | 10.6% | 55.3%-44.7pp | 67.0%-56.4pp | 67.2%-56.6pp |
| Annual return | 7.76% | 34.69%-26.9pp | 935.43%-927.7pp | 160.62%-152.9pp |
| Employer contribution / active EE | $336 | $1,698-80.2% | $2,723-87.7% | $2,670-87.4% |
| Participant deferral / active EE | $459 | $2,990-84.6% | $4,447-89.7% | $4,125-88.9% |
| Admin fee / account holder | $1,960 | $3,577-45.2% | $5,377-63.5% | $5,651-65.3% |