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 | $51,281 | $106,749-52.0% | $145,433-64.7% | $82,448-37.8% |
| Participation rate | 15.6% | 75.6%-60.1pp | 82.1%-66.5pp | 68.1%-52.5pp |
| Annual return | 9.77% | 27.59%-17.8pp | 66.58%-56.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $748 | $3,444-78.3% | $4,554-83.6% | $2,551-70.7% |
| Participant deferral / active EE | $1,453 | $6,519-77.7% | $7,897-81.6% | $4,139-64.9% |
| Admin fee / account holder | $14,130 | $8,390+68.4% | $13,129+7.6% | $7,234+95.3% |