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 | $22,976 | $105,126-78.1% | $94,646-75.7% | $139,434-83.5% |
| Participation rate | 6.7% | 82.4%-75.7pp | 80.8%-74.2pp | 80.3%-73.7pp |
| Annual return | 1.22% | 38.03%-36.8pp | 156.71%-155.5pp | 372.94%-371.7pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,069 | $7,599-85.9% | $7,418-85.6% | $6,710-84.1% |
| Admin fee / account holder | $2,761 | $8,984-69.3% | $7,231-61.8% | $11,403-75.8% |