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 9-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 | $88,920 | $25,014+255.5% | $69,701+27.6% | $80,874+9.9% |
| Participation rate | 18.8% | 64.2%-45.5pp | 66.4%-47.7pp | 67.6%-48.9pp |
| Annual return | -33.80% | 19.07%-52.9pp | 100.32%-134.1pp | 35.62%-69.4pp |
| Employer contribution / active EE | $484 | $993-51.3% | $1,713-71.7% | $2,756-82.4% |
| Participant deferral / active EE | $597 | $1,839-67.5% | $2,887-79.3% | $4,297-86.1% |
| Admin fee / account holder | $1,433 | $2,488-42.4% | $4,717-69.6% | $6,935-79.3% |