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 | $27,929 | $109,881-74.6% | $150,045-81.4% | $84,808-67.1% |
| Participation rate | 21.4% | 76.1%-54.7pp | 82.3%-60.9pp | 68.3%-46.9pp |
| Annual return | 11.27% | 28.25%-17.0pp | 62.55%-51.3pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $854 | $6,636-87.1% | $7,997-89.3% | $4,212-79.7% |
| Admin fee / account holder | $2,936 | $8,568-65.7% | $13,435-78.1% | $7,344-60.0% |