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 | $33,930 | $77,899-56.4% | $149,673-77.3% | $75,163-54.9% |
| Participation rate | 55.2% | 65.6%-10.4pp | 78.8%-23.5pp | 67.2%-12.0pp |
| Annual return | 12.95% | 31.72%-18.8pp | 134.42%-121.5pp | 160.62%-147.7pp |
| Employer contribution / active EE | $915 | $3,137-70.8% | $4,818-81.0% | $2,670-65.7% |
| Participant deferral / active EE | $558 | $3,411-83.7% | $5,680-90.2% | $4,125-86.5% |
| Admin fee / account holder | $4,999 | $5,956-16.1% | $13,210-62.2% | $5,651-11.5% |