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 | $70,606-97.9% | $53,898-97.3% | $142,382-99.0% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 2.85% | 619.81%-617.0pp | 528.60%-525.8pp | 217.08%-214.2pp |
| Employer contribution / active EE | $111 | $1,202-90.7% | $932-88.1% | $4,299-97.4% |
| Participant deferral / active EE | $219 | $2,364-90.8% | $1,826-88.0% | $6,507-96.6% |
| Admin fee / account holder | $573 | $2,852-79.9% | $2,491-77.0% | $12,624-95.5% |