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 | $65,012 | $78,520-17.2% | $96,576-32.7% | $82,448-21.1% |
| Participation rate | 38.6% | 77.7%-39.1pp | 81.4%-42.8pp | 68.1%-29.4pp |
| Annual return | 12.95% | 41.30%-28.4pp | 38.47%-25.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $608 | $6,754-91.0% | $7,956-92.4% | $4,139-85.3% |
| Admin fee / account holder | $4,296 | $13,455-68.1% | $11,381-62.2% | $7,234-40.6% |