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 | $32,876 | $74,927-56.1% | $101,794-67.7% | $84,808-61.2% |
| Participation rate | 35.7% | 61.4%-25.7pp | 69.2%-33.5pp | 68.3%-32.6pp |
| Annual return | 12.15% | 18.70%-6.5pp | 30.53%-18.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $623 | $1,522-59.0% | $2,289-72.8% | $2,631-76.3% |
| Participant deferral / active EE | $1,123 | $3,099-63.8% | $4,084-72.5% | $4,212-73.3% |
| Admin fee / account holder | $2,567 | $6,514-60.6% | $8,777-70.8% | $7,344-65.0% |