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 | $57,388 | $77,896-26.3% | $134,172-57.2% | $82,448-30.4% |
| Participation rate | 56.3% | 62.8%-6.5pp | 72.5%-16.2pp | 68.1%-11.8pp |
| Annual return | 8.28% | 18.21%-9.9pp | 25.30%-17.0pp | 41.64%-33.4pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $680 | $3,162-78.5% | $4,690-85.5% | $4,139-83.6% |
| Admin fee / account holder | $3,579 | $6,336-43.5% | $12,016-70.2% | $7,234-50.5% |