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 | $34,716 | $62,672-44.6% | $185,117-81.2% | $70,131-50.5% |
| Participation rate | 45.3% | 63.8%-18.5pp | 77.3%-32.0pp | 69.5%-24.3pp |
| Annual return | 12.98% | 40.79%-27.8pp | 40.50%-27.5pp | 73.14%-60.2pp |
| Employer contribution / active EE | $572 | $1,753-67.4% | $4,182-86.3% | $2,342-75.6% |
| Participant deferral / active EE | $892 | $3,272-72.7% | $5,045-82.3% | $3,332-73.2% |
| Admin fee / account holder | $1,990 | $3,932-49.4% | $8,159-75.6% | $4,645-57.2% |