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 | $22,212 | $77,899-71.5% | $149,673-85.2% | $75,163-70.4% |
| Participation rate | 44.4% | 65.6%-21.1pp | 78.8%-34.3pp | 67.2%-22.7pp |
| Annual return | 5.10% | 31.72%-26.6pp | 134.42%-129.3pp | 160.62%-155.5pp |
| Employer contribution / active EE | $834 | $3,137-73.4% | $4,818-82.7% | $2,670-68.8% |
| Participant deferral / active EE | $544 | $3,411-84.0% | $5,680-90.4% | $4,125-86.8% |
| Admin fee / account holder | $1,068 | $5,956-82.1% | $13,210-91.9% | $5,651-81.1% |