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 7-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 | $31,479 | $57,057-44.8% | $85,009-63.0% | $80,874-61.1% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 6.79% | 21.66%-14.9pp | 66.47%-59.7pp | 35.62%-28.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $497 | $3,112-84.0% | $4,522-89.0% | $4,297-88.4% |
| Admin fee / account holder | $1,582 | $4,986-68.3% | $6,153-74.3% | $6,935-77.2% |