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 | $49,992 | $94,031-46.8% | $115,768-56.8% | $82,448-39.4% |
| Participation rate | 55.7% | 70.4%-14.7pp | 74.4%-18.7pp | 68.1%-12.3pp |
| Annual return | 11.66% | 20.61%-8.9pp | 100.46%-88.8pp | 41.64%-30.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,308 | $3,972-67.1% | $4,917-73.4% | $4,139-68.4% |
| Admin fee / account holder | $782 | $10,249-92.4% | $12,439-93.7% | $7,234-89.2% |