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 | $23,410 | $197,825-88.2% | $155,790-85.0% | $125,391-81.3% |
| Participation rate | 44.4% | 82.1%-37.6pp | 76.1%-31.7pp | 83.2%-38.7pp |
| Annual return | -4.87% | 86.74%-91.6pp | 71.54%-76.4pp | 282.22%-287.1pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $630 | $5,630-88.8% | $4,797-86.9% | $5,352-88.2% |
| Admin fee / account holder | $1,728 | $9,545-81.9% | $7,478-76.9% | $9,540-81.9% |