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 3-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 | $15,494 | $59,097-73.8% | $82,389-81.2% | $74,304-79.1% |
| Participation rate | 63.8% | 52.8%+11.0pp | 69.5%-5.8pp | 60.3%+3.4pp |
| Annual return | 11.70% | 22.85%-11.1pp | 28.67%-17.0pp | 29.43%-17.7pp |
| Employer contribution / active EE | $3,406 | $1,601+112.8% | $2,517+35.3% | $2,241+52.0% |
| Participant deferral / active EE | $282 | $2,775-89.9% | $4,155-93.2% | $3,767-92.5% |
| Admin fee / account holder | $4,150 | $4,489-7.6% | $7,231-42.6% | $2,969+39.8% |