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 | $32,368 | $55,415-41.6% | $155,509-79.2% | $74,495-56.5% |
| Participation rate | 18.6% | 61.9%-43.3pp | 78.2%-59.6pp | 67.2%-48.6pp |
| Annual return | 10.30% | 268.50%-258.2pp | 64.67%-54.4pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $519 | $2,836-81.7% | $5,626-90.8% | $4,346-88.1% |
| Admin fee / account holder | $1,695 | $1,738-2.5% | $15,912-89.3% | $1,942-12.7% |