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 | $44,253 | $64,348-31.2% | $90,160-50.9% | $70,131-36.9% |
| Participation rate | 58.5% | 70.4%-12.0pp | 76.9%-18.4pp | 69.5%-11.1pp |
| Annual return | 13.98% | 28.13%-14.2pp | 34.88%-20.9pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,620 | $4,389-63.1% | $5,288-69.4% | $3,332-51.4% |
| Admin fee / account holder | $1,150 | $3,944-70.8% | $5,943-80.6% | $4,645-75.2% |