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 | $73,787-55.4% | $98,716-66.7% | $82,448-60.1% |
| Participation rate | 35.7% | 61.4%-25.7pp | 69.3%-33.6pp | 68.1%-32.4pp |
| Annual return | 12.15% | 18.57%-6.4pp | 31.81%-19.7pp | 41.64%-29.5pp |
| Employer contribution / active EE | $623 | $1,511-58.7% | $2,279-72.6% | $2,551-75.6% |
| Participant deferral / active EE | $1,123 | $3,081-63.6% | $4,048-72.3% | $4,139-72.9% |
| Admin fee / account holder | $2,567 | $6,500-60.5% | $8,703-70.5% | $7,234-64.5% |