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 | $24,746 | $46,869-47.2% | $122,332-79.8% | $70,131-64.7% |
| Participation rate | 19.5% | 58.2%-38.7pp | 71.6%-52.1pp | 69.5%-50.0pp |
| Annual return | 12.62% | 24.22%-11.6pp | 30.27%-17.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $292 | $2,166-86.5% | $3,287-91.1% | $3,332-91.2% |
| Admin fee / account holder | $2,591 | $3,322-22.0% | $5,478-52.7% | $4,645-44.2% |