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 | $78,926-27.3% | $136,749-58.0% | $84,808-32.3% |
| Participation rate | 56.3% | 62.2%-5.9pp | 72.1%-15.9pp | 68.3%-12.1pp |
| Annual return | 8.28% | 18.17%-9.9pp | 24.33%-16.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $680 | $3,168-78.5% | $4,692-85.5% | $4,212-83.9% |
| Admin fee / account holder | $3,579 | $6,369-43.8% | $11,386-68.6% | $7,344-51.3% |