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 3-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 | $14,379 | $60,022-76.0% | $88,946-83.8% | $84,808-83.0% |
| Participation rate | 7.0% | 57.8%-50.9pp | 68.8%-61.9pp | 68.3%-61.3pp |
| Annual return | -9.60% | 22.43%-32.0pp | 57.82%-67.4pp | 40.90%-50.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $357 | $3,114-88.5% | $4,581-92.2% | $4,212-91.5% |
| Admin fee / account holder | $2,858 | $4,811-40.6% | $8,261-65.4% | $7,344-61.1% |