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 | $21,140 | $45,035-53.1% | $62,995-66.4% | $70,131-69.9% |
| Participation rate | 21.5% | 69.5%-48.0pp | 74.8%-53.3pp | 69.5%-48.0pp |
| Annual return | 3.49% | 18.76%-15.3pp | 87.57%-84.1pp | 73.14%-69.7pp |
| Employer contribution / active EE | $539 | $2,051-73.7% | $2,759-80.5% | $2,342-77.0% |
| Participant deferral / active EE | $541 | $2,465-78.1% | $3,329-83.8% | $3,332-83.8% |
| Admin fee / account holder | $412 | $2,834-85.5% | $3,600-88.6% | $4,645-91.1% |