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 | $34,603 | $27,827+24.4% | $65,255-47.0% | $71,457-51.6% |
| Participation rate | 26.1% | 57.6%-31.5pp | 65.0%-38.8pp | 67.9%-41.8pp |
| Annual return | 14.44% | 41.58%-27.1pp | 47.35%-32.9pp | 28.85%-14.4pp |
| Employer contribution / active EE | $0 | $1,405-100.0% | $1,691-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $560 | $1,861-69.9% | $2,831-80.2% | $4,289-87.0% |
| Admin fee / account holder | $6,769 | $3,850+75.8% | $4,112+64.6% | $1,587+326.5% |