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 | $22,362 | $70,002-68.1% | $115,037-80.6% | $52,331-57.3% |
| Participation rate | 24.0% | 72.1%-48.1pp | 81.4%-57.4pp | 68.1%-44.1pp |
| Annual return | -2.83% | 4.04%-6.9pp | 26.14%-29.0pp | 4.54%-7.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,901 | $4,920-61.4% | $6,026-68.5% | $3,022-37.1% |
| Admin fee / account holder | $2,726 | $566+381.5% | $8,175-66.7% | $592+360.7% |