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 9-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 | $33,691 | $78,520-57.1% | $96,576-65.1% | $82,448-59.1% |
| Participation rate | 43.2% | 77.7%-34.5pp | 81.4%-38.2pp | 68.1%-24.8pp |
| Annual return | 13.94% | 41.30%-27.4pp | 38.47%-24.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,717 | $6,754-59.8% | $7,956-65.9% | $4,139-34.4% |
| Admin fee / account holder | $2,375 | $13,455-82.3% | $11,381-79.1% | $7,234-67.2% |