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 | $46,484 | $56,053-17.1% | $75,972-38.8% | $80,856-42.5% |
| Participation rate | 40.6% | 62.0%-21.4pp | 69.1%-28.4pp | 67.6%-27.0pp |
| Annual return | 8.00% | 20.53%-12.5pp | 359.55%-351.6pp | 35.59%-27.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $777 | $3,052-74.5% | $4,255-81.7% | $4,296-81.9% |
| Admin fee / account holder | $8,862 | $5,234+69.3% | $6,467+37.0% | $6,918+28.1% |