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 6-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 | $29,228 | $77,899-62.5% | $149,673-80.5% | $75,163-61.1% |
| Participation rate | 44.7% | 65.6%-20.9pp | 78.8%-34.1pp | 67.2%-22.5pp |
| Annual return | 12.71% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $572 | $3,137-81.8% | $4,818-88.1% | $2,670-78.6% |
| Participant deferral / active EE | $697 | $3,411-79.6% | $5,680-87.7% | $4,125-83.1% |
| Admin fee / account holder | $1,278 | $5,956-78.5% | $13,210-90.3% | $5,651-77.4% |