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 | $27,514 | $51,821-46.9% | $93,606-70.6% | - |
| Participation rate | 11.1% | 67.7%-56.6pp | 68.7%-57.6pp | - |
| Annual return | 8.41% | 11.30%-2.9pp | 133.20%-124.8pp | - |
| Employer contribution / active EE | $0 | $1,278-100.0% | $2,420-100.0% | - |
| Participant deferral / active EE | $407 | $3,260-87.5% | $4,411-90.8% | - |
| Admin fee / account holder | $626 | $4,565-86.3% | $8,285-92.4% | - |