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 | $46,546 | $80,731-42.3% | $103,374-55.0% | $74,546-37.6% |
| Participation rate | 21.7% | 65.7%-44.0pp | 74.5%-52.8pp | 67.2%-45.5pp |
| Annual return | 10.75% | 27.56%-16.8pp | 24.89%-14.1pp | 1366.03%-1355.3pp |
| Employer contribution / active EE | $0 | $3,158-100.0% | $3,869-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $916 | $3,860-76.3% | $5,058-81.9% | $4,347-78.9% |
| Admin fee / account holder | $1,653 | $2,369-30.2% | $8,394-80.3% | $1,944-14.9% |