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 | $40,936 | $91,407-55.2% | $135,903-69.9% | $71,457-42.7% |
| Participation rate | 33.6% | 75.7%-42.1pp | 81.9%-48.3pp | 67.9%-34.3pp |
| Annual return | 13.26% | 29.90%-16.6pp | 68.23%-55.0pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,338 | $7,092-81.1% | $7,758-82.7% | $4,289-68.8% |
| Admin fee / account holder | $5,245 | $1,266+314.4% | $10,762-51.3% | $1,587+230.5% |