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 | $46,651 | $71,883-35.1% | $86,677-46.2% | $68,494-31.9% |
| Participation rate | 40.0% | 72.2%-32.2pp | 76.6%-36.6pp | 67.9%-27.9pp |
| Annual return | -19.32% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $709 | $2,173-67.4% | $2,836-75.0% | $2,596-72.7% |
| Participant deferral / active EE | $1,451 | $3,779-61.6% | $4,656-68.8% | $4,027-64.0% |
| Admin fee / account holder | $1,108 | $6,112-81.9% | $7,493-85.2% | $5,403-79.5% |