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 | $58,211 | $69,010-15.6% | $159,960-63.6% | $68,494-15.0% |
| Participation rate | 29.8% | 65.4%-35.6pp | 78.0%-48.2pp | 67.9%-38.1pp |
| Annual return | -21.02% | -9.65%-11.4pp | 408.60%-429.6pp | -7.84%-13.2pp |
| Employer contribution / active EE | $489 | $2,213-77.9% | $4,226-88.4% | $2,596-81.2% |
| Participant deferral / active EE | $1,067 | $4,212-74.7% | $6,182-82.7% | $4,027-73.5% |
| Admin fee / account holder | $487 | $4,798-89.8% | $8,698-94.4% | $5,403-91.0% |