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 | $39,821 | $95,803-58.4% | $113,168-64.8% | $84,808-53.0% |
| Participation rate | 50.0% | 72.9%-22.9pp | 76.6%-26.6pp | 68.3%-18.3pp |
| Annual return | 7.99% | 25.00%-17.0pp | 24.27%-16.3pp | 40.90%-32.9pp |
| Employer contribution / active EE | $893 | $2,360-62.2% | $2,975-70.0% | $2,631-66.1% |
| Participant deferral / active EE | $1,701 | $4,242-59.9% | $5,107-66.7% | $4,212-59.6% |
| Admin fee / account holder | $33,966 | $8,989+277.9% | $12,068+181.5% | $7,344+362.5% |