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 | $57,129 | $71,883-20.5% | $86,677-34.1% | $68,494-16.6% |
| Participation rate | 29.1% | 72.2%-43.2pp | 76.6%-47.5pp | 67.9%-38.8pp |
| Annual return | -24.34% | 3.52%-27.9pp | 35.91%-60.2pp | -7.84%-16.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $707 | $3,779-81.3% | $4,656-84.8% | $4,027-82.5% |
| Admin fee / account holder | $634 | $6,112-89.6% | $7,493-91.5% | $5,403-88.3% |