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 | $18,719 | $54,517-65.7% | $75,972-75.4% | $74,495-74.9% |
| Participation rate | 7.6% | 60.3%-52.7pp | 69.1%-61.4pp | 67.2%-59.6pp |
| Annual return | 10.62% | 31.82%-21.2pp | 359.55%-348.9pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $265 | $3,066-91.4% | $4,255-93.8% | $4,346-93.9% |
| Admin fee / account holder | $4,490 | $2,229+101.5% | $6,467-30.6% | $1,942+131.2% |