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 | $24,963 | $74,927-66.7% | $101,794-75.5% | $84,808-70.6% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.2%-49.2pp | 68.3%-48.3pp |
| Annual return | 12.37% | 18.70%-6.3pp | 30.53%-18.2pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,051 | $3,099-66.1% | $4,084-74.3% | $4,212-75.0% |
| Admin fee / account holder | $2,073 | $6,514-68.2% | $8,777-76.4% | $7,344-71.8% |