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 7-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 | $60,521 | $55,449+9.1% | $83,848-27.8% | $56,287+7.5% |
| Participation rate | 14.6% | 68.0%-53.4pp | 76.1%-61.6pp | 69.9%-55.3pp |
| Annual return | -9.13% | -1.38%-7.8pp | 850.88%-860.0pp | -9.96%+0.8pp |
| Employer contribution / active EE | $857 | $2,430-64.8% | $3,631-76.4% | $2,111-59.4% |
| Participant deferral / active EE | $1,159 | $2,935-60.5% | $4,082-71.6% | $3,350-65.4% |
| Admin fee / account holder | $1,636 | $656+149.3% | $5,478-70.1% | $521+214.0% |