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 10-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 | $38,707 | $62,586-38.2% | $76,768-49.6% | $64,186-39.7% |
| Participation rate | 44.3% | 72.8%-28.5pp | 77.0%-32.7pp | 69.6%-25.3pp |
| Annual return | -8.46% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,048 | $1,832-42.8% | $2,485-57.8% | $2,381-56.0% |
| Participant deferral / active EE | $1,394 | $3,145-55.7% | $3,852-63.8% | $3,470-59.8% |
| Admin fee / account holder | $479 | $4,667-89.7% | $6,675-92.8% | $4,888-90.2% |