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 | $56,612 | $53,777+5.3% | $134,143-57.8% | $79,858-29.1% |
| Participation rate | 14.0% | 58.8%-44.8pp | 72.2%-58.2pp | 69.6%-55.7pp |
| Annual return | 10.10% | 19.01%-8.9pp | 36.33%-26.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $263 | $2,420-89.1% | $3,499-92.5% | $3,740-93.0% |
| Admin fee / account holder | $9,342 | $3,984+134.5% | $6,684+39.8% | $5,306+76.1% |