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 | $63,719 | $74,927-15.0% | $101,794-37.4% | $84,808-24.9% |
| Participation rate | 17.4% | 61.4%-44.0pp | 69.2%-51.8pp | 68.3%-50.9pp |
| Annual return | 10.51% | 18.70%-8.2pp | 30.53%-20.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,069 | $3,099-65.5% | $4,084-73.8% | $4,212-74.6% |
| Admin fee / account holder | $2,746 | $6,514-57.9% | $8,777-68.7% | $7,344-62.6% |