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 | $38,394 | $64,707-40.7% | $112,228-65.8% | $68,494-43.9% |
| Participation rate | 28.2% | 67.2%-38.9pp | 75.1%-46.9pp | 67.9%-39.7pp |
| Annual return | -20.71% | -11.40%-9.3pp | 27.45%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,443 | $3,565-59.5% | $4,728-69.5% | $4,027-64.2% |
| Admin fee / account holder | $805 | $5,232-84.6% | $6,410-87.4% | $5,403-85.1% |