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 | $24,632 | $40,385-39.0% | $80,569-69.4% | $74,419-66.9% |
| Participation rate | 12.1% | 47.4%-35.3pp | 67.0%-54.9pp | 70.7%-58.6pp |
| Annual return | 12.45% | 164.85%-152.4pp | 935.43%-923.0pp | 34.38%-21.9pp |
| Employer contribution / active EE | $269 | $1,496-82.0% | $2,723-90.1% | $2,637-89.8% |
| Participant deferral / active EE | $452 | $2,674-83.1% | $4,447-89.8% | $4,528-90.0% |
| Admin fee / account holder | $2,829 | $720+293.0% | $5,377-47.4% | $348+713.4% |