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 | $23,540 | $63,346-62.8% | $92,233-74.5% | $70,131-66.4% |
| Participation rate | 31.5% | 68.7%-37.2pp | 76.5%-45.0pp | 69.5%-38.1pp |
| Annual return | 10.64% | 530.12%-519.5pp | 176.28%-165.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $610 | $2,471-75.3% | $3,679-83.4% | $2,342-73.9% |
| Participant deferral / active EE | $1,031 | $2,854-63.9% | $3,897-73.5% | $3,332-69.1% |
| Admin fee / account holder | $525 | $3,840-86.3% | $5,194-89.9% | $4,645-88.7% |