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 | $32,784 | $88,707-63.0% | $74,183-55.8% | $273,961-88.0% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.6%-22.8pp | 83.0%-29.2pp |
| Annual return | 1.75% | 11.94%-10.2pp | 17.74%-16.0pp | 41.45%-39.7pp |
| Employer contribution / active EE | $685 | $3,159-78.3% | $2,370-71.1% | $4,869-85.9% |
| Participant deferral / active EE | $1,205 | $4,212-71.4% | $3,550-66.1% | $5,287-77.2% |
| Admin fee / account holder | $1,825 | $8,717-79.1% | $5,586-67.3% | $10,132-82.0% |