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 | $43,371 | $58,512-25.9% | $84,015-48.4% | $72,985-40.6% |
| Participation rate | 12.9% | 61.2%-48.3pp | 69.0%-56.1pp | 69.5%-56.6pp |
| Annual return | 13.18% | 28.93%-15.8pp | 71.31%-58.1pp | 81.00%-67.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $446 | $2,394-81.4% | $3,239-86.2% | $3,607-87.6% |
| Admin fee / account holder | $1,309 | $4,569-71.4% | $6,101-78.5% | $5,124-74.5% |