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 5-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 | $8,406 | $58,208-85.6% | $81,812-89.7% | $80,856-89.6% |
| Participation rate | 13.8% | 63.4%-49.6pp | 72.3%-58.6pp | 67.6%-53.8pp |
| Annual return | 9.09% | 41.66%-32.6pp | 773.79%-764.7pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $174 | $3,281-94.7% | $4,319-96.0% | $4,296-95.9% |
| Admin fee / account holder | $355 | $4,981-92.9% | $7,386-95.2% | $6,918-94.9% |