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 6-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 | $16,808 | $36,806-54.3% | $69,647-75.9% | $77,643-78.4% |
| Participation rate | 11.3% | 64.4%-53.0pp | 66.5%-55.1pp | 70.6%-59.2pp |
| Annual return | 9.14% | 38.81%-29.7pp | 100.48%-91.3pp | 31.24%-22.1pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,712-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $881 | $2,738-67.8% | $2,886-69.5% | $4,647-81.0% |
| Admin fee / account holder | $1,821 | $507+259.2% | $4,713-61.4% | $430+323.0% |