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 | $82,932 | $123,793-33.0% | $177,821-53.4% | $79,858+3.8% |
| Participation rate | 9.5% | 84.7%-75.2pp | 87.7%-78.3pp | 69.6%-60.2pp |
| Annual return | 8.32% | 22.82%-14.5pp | 48.32%-40.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,114 | $5,956-81.3% | $7,714-85.6% | $3,740-70.2% |
| Admin fee / account holder | $8,687 | $7,243+19.9% | $12,427-30.1% | $5,306+63.7% |