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 | $17,284 | $54,762-68.4% | $90,281-80.9% | $72,985-76.3% |
| Participation rate | 13.2% | 65.1%-52.0pp | 73.3%-60.1pp | 69.5%-56.3pp |
| Annual return | 14.04% | 30.63%-16.6pp | 78.10%-64.1pp | 81.00%-67.0pp |
| Employer contribution / active EE | $352 | $2,092-83.2% | $2,854-87.7% | $2,440-85.6% |
| Participant deferral / active EE | $255 | $2,887-91.2% | $3,885-93.4% | $3,607-92.9% |
| Admin fee / account holder | $448 | $3,972-88.7% | $5,351-91.6% | $5,124-91.3% |