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 7-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 | $22,985 | $70,428-67.4% | $96,562-76.2% | $85,850-73.2% |
| Participation rate | 44.3% | 61.8%-17.5pp | 69.8%-25.5pp | 69.3%-25.0pp |
| Annual return | 8.21% | 18.59%-10.4pp | 37.78%-29.6pp | 318.53%-310.3pp |
| Employer contribution / active EE | $709 | $1,413-49.8% | $2,356-69.9% | $2,565-72.4% |
| Participant deferral / active EE | $1,122 | $2,894-61.2% | $3,849-70.8% | $3,952-71.6% |
| Admin fee / account holder | $551 | $4,997-89.0% | $6,181-91.1% | $6,260-91.2% |