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 | $37,572 | $51,466-27.0% | $78,778-52.3% | $62,292-39.7% |
| Participation rate | 19.1% | 59.8%-40.7pp | 69.2%-50.1pp | 69.5%-50.4pp |
| Annual return | 13.30% | 19.96%-6.7pp | 35.62%-22.3pp | 28.90%-15.6pp |
| Employer contribution / active EE | $365 | $827-55.9% | $1,986-81.6% | $2,042-82.1% |
| Participant deferral / active EE | $530 | $2,147-75.3% | $2,958-82.1% | $3,169-83.3% |
| Admin fee / account holder | $28,726 | $489+5770.4% | $5,134+459.5% | $479+5892.7% |