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 8-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 | $27,849 | $60,892-54.3% | $82,389-66.2% | $84,808-67.2% |
| Participation rate | 19.2% | 63.3%-44.1pp | 69.5%-50.4pp | 68.3%-49.1pp |
| Annual return | 6.07% | 37.29%-31.2pp | 28.67%-22.6pp | 40.90%-34.8pp |
| Employer contribution / active EE | $579 | $1,779-67.4% | $2,517-77.0% | $2,631-78.0% |
| Participant deferral / active EE | $979 | $3,179-69.2% | $4,155-76.4% | $4,212-76.8% |
| Admin fee / account holder | $333 | $5,467-93.9% | $7,231-95.4% | $7,344-95.5% |