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 | $33,344 | $63,346-47.4% | $92,233-63.8% | $70,131-52.5% |
| Participation rate | 53.1% | 68.7%-15.5pp | 76.5%-23.4pp | 69.5%-16.4pp |
| Annual return | 11.91% | 530.12%-518.2pp | 176.28%-164.4pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $797 | $2,854-72.1% | $3,897-79.5% | $3,332-76.1% |
| Admin fee / account holder | $942 | $3,840-75.5% | $5,194-81.9% | $4,645-79.7% |