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 | $55,932-72.3% | $76,735-79.8% | $67,986-77.2% |
| Participation rate | 63.8% | 50.8%+13.0pp | 69.5%-5.7pp | 57.2%+6.6pp |
| Annual return | 11.70% | 23.10%-11.4pp | 29.77%-18.1pp | 31.67%-20.0pp |
| Employer contribution / active EE | $3,406 | $1,487+129.1% | $2,454+38.8% | $2,019+68.7% |
| Participant deferral / active EE | $282 | $2,558-89.0% | $4,088-93.1% | $3,358-91.6% |
| Admin fee / account holder | $4,150 | $4,907-15.4% | $7,189-42.3% | $3,203+29.5% |