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 | $50,753 | $73,787-31.2% | $98,716-48.6% | $82,448-38.4% |
| Participation rate | 52.9% | 61.4%-8.5pp | 69.3%-16.4pp | 68.1%-15.1pp |
| Annual return | 10.69% | 18.57%-7.9pp | 31.81%-21.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $484 | $1,511-68.0% | $2,279-78.7% | $2,551-81.0% |
| Participant deferral / active EE | $297 | $3,081-90.3% | $4,048-92.7% | $4,139-92.8% |
| Admin fee / account holder | $3,480 | $6,500-46.5% | $8,703-60.0% | $7,234-51.9% |