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 | $12,484 | $46,553-73.2% | $64,056-80.5% | $75,163-83.4% |
| Participation rate | 43.1% | 65.9%-22.9pp | 72.3%-29.2pp | 67.2%-24.1pp |
| Annual return | 10.61% | 26.03%-15.4pp | 33.69%-23.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $480 | $1,974-75.7% | $2,747-82.5% | $2,670-82.0% |
| Participant deferral / active EE | $754 | $2,837-73.4% | $3,880-80.6% | $4,125-81.7% |
| Admin fee / account holder | $1,770 | $2,952-40.0% | $3,068-42.3% | $5,651-68.7% |