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 | $43,750 | $94,625-53.8% | $116,228-62.4% | $84,808-48.4% |
| Participation rate | 50.9% | 70.4%-19.5pp | 74.6%-23.6pp | 68.3%-17.4pp |
| Annual return | 8.64% | 20.40%-11.8pp | 90.06%-81.4pp | 40.90%-32.3pp |
| Employer contribution / active EE | $837 | $2,347-64.3% | $2,994-72.1% | $2,631-68.2% |
| Participant deferral / active EE | $1,071 | $3,972-73.0% | $4,953-78.4% | $4,212-74.6% |
| Admin fee / account holder | $1,381 | $10,091-86.3% | $11,989-88.5% | $7,344-81.2% |