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 | $22,474 | $77,813-71.1% | $123,544-81.8% | $64,186-65.0% |
| Participation rate | 65.5% | 74.7%-9.2pp | 82.3%-16.8pp | 69.6%-4.1pp |
| Annual return | -22.08% | 12.48%-34.6pp | 119.20%-141.3pp | 7.63%-29.7pp |
| Employer contribution / active EE | $8,582 | $3,014+184.7% | $4,628+85.4% | $2,381+260.5% |
| Participant deferral / active EE | $2,171 | $5,240-58.6% | $6,426-66.2% | $3,470-37.4% |
| Admin fee / account holder | $1,220 | $5,519-77.9% | $9,284-86.9% | $4,888-75.0% |