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 | $18,830 | $51,175-63.2% | $70,515-73.3% | $75,163-74.9% |
| Participation rate | 19.4% | 60.9%-41.5pp | 68.3%-48.9pp | 67.2%-47.7pp |
| Annual return | 7.39% | 30.02%-22.6pp | 32.77%-25.4pp | 160.62%-153.2pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $792 | $2,849-72.2% | $4,567-82.6% | $4,125-80.8% |
| Admin fee / account holder | $390 | $4,091-90.5% | $6,412-93.9% | $5,651-93.1% |