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 | $52,423 | $81,248-35.5% | $155,509-66.3% | $80,856-35.2% |
| Participation rate | 16.0% | 66.2%-50.2pp | 78.2%-62.2pp | 67.6%-51.6pp |
| Annual return | 6.08% | 33.31%-27.2pp | 64.67%-58.6pp | 35.59%-29.5pp |
| Employer contribution / active EE | $423 | $3,100-86.3% | $4,672-90.9% | $2,755-84.6% |
| Participant deferral / active EE | $852 | $3,452-75.3% | $5,626-84.8% | $4,296-80.2% |
| Admin fee / account holder | $1,050 | $7,997-86.9% | $15,912-93.4% | $6,918-84.8% |