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 | $30,033 | $76,552-60.8% | $123,892-75.8% | $62,891-52.2% |
| Participation rate | 32.8% | 73.0%-40.2pp | 81.4%-48.7pp | 69.3%-36.5pp |
| Annual return | 4.05% | 18.68%-14.6pp | 47.52%-43.5pp | 20.14%-16.1pp |
| Employer contribution / active EE | $720 | $2,883-75.0% | $4,617-84.4% | $2,281-68.4% |
| Participant deferral / active EE | $1,424 | $4,840-70.6% | $5,984-76.2% | $3,203-55.5% |
| Admin fee / account holder | $764 | $4,826-84.2% | $8,357-90.9% | $4,296-82.2% |