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 | $60,538 | $59,839+1.2% | $81,983-26.2% | $79,858-24.2% |
| Participation rate | 22.7% | 61.6%-38.9pp | 69.2%-46.5pp | 69.6%-46.9pp |
| Annual return | 6.27% | 17.56%-11.3pp | 41.31%-35.0pp | 31.71%-25.4pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $613 | $2,695-77.3% | $3,722-83.5% | $3,740-83.6% |
| Admin fee / account holder | $487 | $4,287-88.6% | $5,664-91.4% | $5,306-90.8% |