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 | $41,389 | $58,512-29.3% | $84,015-50.7% | $72,985-43.3% |
| Participation rate | 30.4% | 61.2%-30.8pp | 69.0%-38.6pp | 69.5%-39.1pp |
| Annual return | 15.39% | 28.93%-13.5pp | 71.31%-55.9pp | 81.00%-65.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $680 | $2,394-71.6% | $3,239-79.0% | $3,607-81.1% |
| Admin fee / account holder | $889 | $4,569-80.6% | $6,101-85.4% | $5,124-82.7% |