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 10-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 | $67,084 | $91,538-26.7% | $129,995-48.4% | $75,163-10.7% |
| Participation rate | 32.0% | 71.4%-39.4pp | 78.5%-46.5pp | 67.2%-35.2pp |
| Annual return | 6.44% | -631.11%+637.5pp | -137.18%+143.6pp | 160.62%-154.2pp |
| Employer contribution / active EE | $778 | $2,845-72.7% | $4,320-82.0% | $2,670-70.9% |
| Participant deferral / active EE | $841 | $4,341-80.6% | $5,820-85.5% | $4,125-79.6% |
| Admin fee / account holder | $2,759 | $6,790-59.4% | $10,614-74.0% | $5,651-51.2% |