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 | $53,529 | $66,302-19.3% | $110,238-51.4% | $56,287-4.9% |
| Participation rate | 19.0% | 74.9%-55.9pp | 79.8%-60.8pp | 69.9%-50.9pp |
| Annual return | -7.40% | -1.18%-6.2pp | 314.74%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $640 | $3,381-81.1% | $4,672-86.3% | $3,350-80.9% |
| Admin fee / account holder | $662 | $698-5.2% | $8,547-92.3% | $521+27.1% |