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 7-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 | $26,200 | $54,193-51.7% | $93,654-72.0% | $77,671-66.3% |
| Participation rate | 23.2% | 63.9%-40.7pp | 68.7%-45.5pp | 70.6%-47.4pp |
| Annual return | 8.67% | 30.54%-21.9pp | 133.34%-124.7pp | 31.21%-22.5pp |
| Employer contribution / active EE | $485 | $1,168-58.5% | $2,421-80.0% | $2,726-82.2% |
| Participant deferral / active EE | $991 | $3,144-68.5% | $4,413-77.5% | $4,648-78.7% |
| Admin fee / account holder | $3,811 | $576+562.1% | $8,282-54.0% | $430+785.4% |