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 | $15,248 | $56,317-72.9% | $71,209-78.6% | $74,304-79.5% |
| Participation rate | 46.0% | 55.1%-9.1pp | 73.8%-27.7pp | 60.3%-14.3pp |
| Annual return | 4.56% | 42.83%-38.3pp | 282.51%-277.9pp | 29.43%-24.9pp |
| Employer contribution / active EE | $993 | $2,160-54.0% | $2,721-63.5% | $2,241-55.7% |
| Participant deferral / active EE | $80 | $2,788-97.1% | $4,175-98.1% | $3,767-97.9% |
| Admin fee / account holder | $5,174 | $2,290+126.0% | $5,349-3.3% | $2,969+74.3% |