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 6-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 | $25,791 | $85,766-69.9% | $136,294-81.1% | $70,131-63.2% |
| Participation rate | 17.6% | 74.2%-56.5pp | 81.9%-64.3pp | 69.5%-51.9pp |
| Annual return | 6.95% | 31.45%-24.5pp | 5155.94%-5149.0pp | 73.14%-66.2pp |
| Employer contribution / active EE | $545 | $2,966-81.6% | $4,695-88.4% | $2,342-76.7% |
| Participant deferral / active EE | $1,158 | $5,051-77.1% | $6,247-81.5% | $3,332-65.3% |
| Admin fee / account holder | $1,630 | $5,420-69.9% | $9,243-82.4% | $4,645-64.9% |