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 | $68,893 | $58,512+17.7% | $84,015-18.0% | $72,985-5.6% |
| Participation rate | 15.7% | 61.2%-45.6pp | 69.0%-53.3pp | 69.5%-53.8pp |
| Annual return | 14.05% | 28.93%-14.9pp | 71.31%-57.3pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $246 | $2,394-89.7% | $3,239-92.4% | $3,607-93.2% |
| Admin fee / account holder | $2,499 | $4,569-45.3% | $6,101-59.0% | $5,124-51.2% |