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 | $32,099 | $58,512-45.1% | $84,015-61.8% | $72,985-56.0% |
| Participation rate | 53.5% | 61.2%-7.7pp | 69.0%-15.5pp | 69.5%-16.0pp |
| Annual return | 13.78% | 28.93%-15.2pp | 71.31%-57.5pp | 81.00%-67.2pp |
| Employer contribution / active EE | $605 | $1,163-48.0% | $1,983-69.5% | $2,440-75.2% |
| Participant deferral / active EE | $806 | $2,394-66.3% | $3,239-75.1% | $3,607-77.7% |
| Admin fee / account holder | $1,398 | $4,569-69.4% | $6,101-77.1% | $5,124-72.7% |