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 9-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 | $32,992 | $54,541-39.5% | $78,778-58.1% | $70,131-53.0% |
| Participation rate | 35.2% | 60.8%-25.6pp | 69.2%-34.0pp | 69.5%-34.4pp |
| Annual return | 10.94% | 21.07%-10.1pp | 35.62%-24.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $526 | $1,089-51.6% | $1,986-73.5% | $2,342-77.5% |
| Participant deferral / active EE | $837 | $2,210-62.1% | $2,958-71.7% | $3,332-74.9% |
| Admin fee / account holder | $7,005 | $3,709+88.9% | $5,134+36.5% | $4,645+50.8% |