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 | $81,126 | $167,484-51.6% | $151,611-46.5% | $134,475-39.7% |
| Participation rate | 30.0% | 88.4%-58.4pp | 87.5%-57.5pp | 81.2%-51.2pp |
| Annual return | -22.45% | 7.80%-30.2pp | 3.33%-25.8pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $315 | $8,986-96.5% | $8,363-96.2% | $6,400-95.1% |
| Admin fee / account holder | $7,708 | $13,783-44.1% | $11,616-33.6% | $11,426-32.5% |