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 4-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 | $13,292 | $24,730-46.3% | $66,042-79.9% | $84,808-84.3% |
| Participation rate | 20.9% | 68.1%-47.2pp | 67.5%-46.6pp | 68.3%-47.4pp |
| Annual return | 13.76% | 79.55%-65.8pp | 52.11%-38.4pp | 40.90%-27.1pp |
| Employer contribution / active EE | $251 | $857-70.7% | $1,579-84.1% | $2,631-90.5% |
| Participant deferral / active EE | $358 | $1,737-79.4% | $2,835-87.4% | $4,212-91.5% |
| Admin fee / account holder | $3,348 | $3,014+11.1% | $5,747-41.7% | $7,344-54.4% |