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 | $28,566 | $65,557-56.4% | $64,056-55.4% | $71,457-60.0% |
| Participation rate | 12.7% | 73.2%-60.5pp | 72.3%-59.6pp | 67.9%-55.2pp |
| Annual return | 10.54% | 18.94%-8.4pp | 33.69%-23.1pp | 28.85%-18.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $579 | $3,626-84.0% | $3,880-85.1% | $4,289-86.5% |
| Admin fee / account holder | $2,839 | $616+360.9% | $3,068-7.5% | $1,587+78.9% |