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 | $32,498 | $73,102-55.5% | $123,544-73.7% | $56,287-42.3% |
| Participation rate | 14.8% | 74.3%-59.5pp | 82.3%-67.5pp | 69.9%-55.1pp |
| Annual return | -12.46% | 3.01%-15.5pp | 119.20%-131.7pp | -9.96%-2.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,352 | $5,423-56.6% | $6,426-63.4% | $3,350-29.8% |
| Admin fee / account holder | $3,485 | $554+529.3% | $9,284-62.5% | $521+568.9% |