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 3-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 | $4,355 | $70,756-93.8% | $65,493-93.4% | $142,382-96.9% |
| Participation rate | 30.0% | 77.4%-47.4pp | 73.1%-43.1pp | 80.1%-50.1pp |
| Annual return | 7.31% | 1754.89%-1747.6pp | 982.45%-975.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $248 | $2,881-91.4% | $2,574-90.4% | $4,299-94.2% |
| Participant deferral / active EE | $296 | $4,637-93.6% | $3,961-92.5% | $6,507-95.4% |
| Admin fee / account holder | $377 | $6,559-94.3% | $5,028-92.5% | $12,624-97.0% |