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 7-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 | $14,877 | $56,060-73.5% | $76,002-80.4% | $80,874-81.6% |
| Participation rate | 24.1% | 62.0%-37.9pp | 69.1%-45.0pp | 67.6%-43.6pp |
| Annual return | 9.63% | 20.54%-10.9pp | 360.07%-350.4pp | 35.62%-26.0pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $657 | $3,051-78.5% | $4,257-84.6% | $4,297-84.7% |
| Admin fee / account holder | $1,116 | $5,237-78.7% | $6,414-82.6% | $6,935-83.9% |