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 | $1,467 | $67,823-97.8% | $52,425-97.2% | $137,256-98.9% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 2.85% | 219.11%-216.3pp | 302.12%-299.3pp | 220.34%-217.5pp |
| Employer contribution / active EE | $111 | $1,163-90.4% | $914-87.8% | $4,156-97.3% |
| Participant deferral / active EE | $219 | $2,288-90.4% | $1,790-87.8% | $6,407-96.6% |
| Admin fee / account holder | $573 | $2,844-79.9% | $2,495-77.0% | $12,270-95.3% |