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 | $63,783 | $45,073+41.5% | $69,455-8.2% | $72,985-12.6% |
| Participation rate | 27.6% | 68.5%-40.9pp | 74.6%-47.0pp | 69.5%-41.9pp |
| Annual return | 4.02% | 22.65%-18.6pp | 28.97%-25.0pp | 81.00%-77.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $568 | $2,602-78.2% | $3,535-83.9% | $3,607-84.3% |
| Admin fee / account holder | $5,309 | $3,056+73.7% | $3,839+38.3% | $5,124+3.6% |