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 | $44,965 | $78,422-42.7% | $95,952-53.1% | $79,858-43.7% |
| Participation rate | 63.6% | 73.5%-9.8pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 7.94% | 19.37%-11.4pp | 91.61%-83.7pp | 31.71%-23.8pp |
| Employer contribution / active EE | $1,474 | $1,945-24.2% | $2,541-42.0% | $2,471-40.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,347 | $5,622-40.5% | $6,795-50.7% | $5,306-36.9% |