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 | $32,688 | $86,286-62.1% | $111,297-70.6% | $85,850-61.9% |
| Participation rate | 65.4% | 73.3%-7.9pp | 77.3%-11.9pp | 69.3%-3.9pp |
| Annual return | 10.08% | 19.99%-9.9pp | 54.65%-44.6pp | 318.53%-308.5pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $991 | $3,641-72.8% | $4,487-77.9% | $3,952-74.9% |
| Admin fee / account holder | $1,006 | $8,188-87.7% | $7,964-87.4% | $6,260-83.9% |