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 | $61,943 | $105,860-41.5% | $90,749-31.7% | $134,475-53.9% |
| Participation rate | 45.5% | 78.2%-32.8pp | 75.7%-30.2pp | 81.2%-35.8pp |
| Annual return | -22.10% | -11.01%-11.1pp | -12.16%-9.9pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,731 | $3,462-50.0% | $2,921-40.7% | $4,740-63.5% |
| Participant deferral / active EE | $759 | $5,216-85.5% | $4,564-83.4% | $6,400-88.1% |
| Admin fee / account holder | $2,754 | $13,938-80.2% | $8,445-67.4% | $11,426-75.9% |