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 | $44,523 | $70,475-36.8% | $100,516-55.7% | $79,858-44.2% |
| Participation rate | 54.7% | 73.7%-19.0pp | 79.4%-24.7pp | 69.6%-14.9pp |
| Annual return | 8.29% | 21.90%-13.6pp | 30.89%-22.6pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,375 | $5,181-73.5% | $6,270-78.1% | $3,740-63.2% |
| Admin fee / account holder | $16,345 | $4,478+265.0% | $8,081+102.3% | $5,306+208.0% |