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 | $17,029 | $60,022-71.6% | $88,946-80.9% | $84,808-79.9% |
| Participation rate | 22.4% | 57.8%-35.5pp | 68.8%-46.5pp | 68.3%-45.9pp |
| Annual return | 13.46% | 22.43%-9.0pp | 57.82%-44.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $775 | $3,114-75.1% | $4,581-83.1% | $4,212-81.6% |
| Admin fee / account holder | $1,380 | $4,811-71.3% | $8,261-83.3% | $7,344-81.2% |