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 | $29,000 | $87,037-66.7% | $106,201-72.7% | $80,874-64.1% |
| Participation rate | 40.0% | 70.4%-30.4pp | 75.3%-35.3pp | 67.6%-27.6pp |
| Annual return | 9.39% | 17.05%-7.7pp | 116.26%-106.9pp | 35.62%-26.2pp |
| Employer contribution / active EE | $714 | $2,396-70.2% | $3,170-77.5% | $2,756-74.1% |
| Participant deferral / active EE | $1,040 | $3,986-73.9% | $5,012-79.2% | $4,297-75.8% |
| Admin fee / account holder | $580 | $8,434-93.1% | $11,039-94.7% | $6,935-91.6% |