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 | $22,834 | $92,222-75.2% | $76,768-70.3% | $135,375-83.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -9.90% | 5.46%-15.4pp | 2.43%-12.3pp | 519.73%-529.6pp |
| Employer contribution / active EE | $1,152 | $3,216-64.2% | $2,485-53.6% | $4,779-75.9% |
| Participant deferral / active EE | $1,244 | $4,509-72.4% | $3,852-67.7% | $5,609-77.8% |
| Admin fee / account holder | $595 | $10,748-94.5% | $6,675-91.1% | $10,827-94.5% |