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 | $29,381 | $74,927-60.8% | $101,794-71.1% | $84,808-65.4% |
| Participation rate | 45.5% | 61.4%-15.9pp | 69.2%-23.7pp | 68.3%-22.9pp |
| Annual return | 9.32% | 18.70%-9.4pp | 30.53%-21.2pp | 40.90%-31.6pp |
| Employer contribution / active EE | $970 | $1,522-36.2% | $2,289-57.6% | $2,631-63.1% |
| Participant deferral / active EE | $1,127 | $3,099-63.6% | $4,084-72.4% | $4,212-73.2% |
| Admin fee / account holder | $3,907 | $6,514-40.0% | $8,777-55.5% | $7,344-46.8% |