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 | $43,255 | $46,869-7.7% | $122,332-64.6% | $70,131-38.3% |
| Participation rate | 17.6% | 58.2%-40.5pp | 71.6%-54.0pp | 69.5%-51.9pp |
| Annual return | 11.21% | 24.22%-13.0pp | 30.27%-19.1pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $564 | $2,166-74.0% | $3,287-82.8% | $3,332-83.1% |
| Admin fee / account holder | $14,736 | $3,322+343.5% | $5,478+169.0% | $4,645+217.2% |