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 7-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 | $43,486 | $106,749-59.3% | $145,433-70.1% | $82,448-47.3% |
| Participation rate | 17.6% | 75.6%-58.0pp | 82.1%-64.5pp | 68.1%-50.4pp |
| Annual return | 9.52% | 27.59%-18.1pp | 66.58%-57.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,413 | $6,519-78.3% | $7,897-82.1% | $4,139-65.9% |
| Admin fee / account holder | $3,505 | $8,390-58.2% | $13,129-73.3% | $7,234-51.6% |