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 | $62,672 | $102,966-39.1% | $90,281-30.6% | $152,861-59.0% |
| Participation rate | 58.8% | 75.9%-17.0pp | 73.3%-14.4pp | 82.4%-23.6pp |
| Annual return | 0.40% | 95.16%-94.8pp | 78.10%-77.7pp | 345.32%-344.9pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $649 | $4,281-84.8% | $3,885-83.3% | $5,850-88.9% |
| Admin fee / account holder | $5,353 | $6,171-13.3% | $5,3510% | $11,596-53.8% |