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 | $39,011 | $67,984-42.6% | $65,493-40.4% | $74,304-47.5% |
| Participation rate | 30.8% | 66.3%-35.5pp | 73.1%-42.3pp | 60.3%-29.5pp |
| Annual return | 10.91% | 19.87%-9.0pp | 982.45%-971.5pp | 29.43%-18.5pp |
| Employer contribution / active EE | $608 | $2,491-75.6% | $2,574-76.4% | $2,241-72.9% |
| Participant deferral / active EE | $918 | $3,346-72.6% | $3,961-76.8% | $3,767-75.6% |
| Admin fee / account holder | $4,357 | $1,373+217.4% | $5,028-13.4% | $2,969+46.8% |