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 | $15,528 | $52,580-70.5% | $71,671-78.3% | $70,131-77.9% |
| Participation rate | 36.4% | 60.9%-24.5pp | 68.7%-32.4pp | 69.5%-33.2pp |
| Annual return | 8.09% | 20.25%-12.2pp | 20.65%-12.6pp | 73.14%-65.1pp |
| Employer contribution / active EE | $702 | $1,616-56.5% | $2,460-71.4% | $2,342-70.0% |
| Participant deferral / active EE | $800 | $2,386-66.5% | $3,438-76.7% | $3,332-76.0% |
| Admin fee / account holder | $1,790 | $3,653-51.0% | $5,558-67.8% | $4,645-61.5% |