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 | $38,744 | $64,348-39.8% | $90,160-57.0% | $70,131-44.8% |
| Participation rate | 24.1% | 70.4%-46.4pp | 76.9%-52.8pp | 69.5%-45.5pp |
| Annual return | 9.65% | 28.13%-18.5pp | 34.88%-25.2pp | 73.14%-63.5pp |
| Employer contribution / active EE | $640 | $2,046-68.7% | $3,318-80.7% | $2,342-72.7% |
| Participant deferral / active EE | $1,651 | $4,389-62.4% | $5,288-68.8% | $3,332-50.4% |
| Admin fee / account holder | $2,476 | $3,944-37.2% | $5,943-58.3% | $4,645-46.7% |