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 | $70,264 | $106,355-33.9% | $237,244-70.4% | $116,875-39.9% |
| Participation rate | 25.9% | 71.9%-45.9pp | 80.3%-54.3pp | 74.5%-48.6pp |
| Annual return | 9.47% | 17.03%-7.6pp | 4131.29%-4121.8pp | 16.29%-6.8pp |
| Employer contribution / active EE | $647 | $1,595-59.4% | $4,351-85.1% | $3,288-80.3% |
| Participant deferral / active EE | $1,142 | $3,396-66.4% | $4,056-71.9% | $3,885-70.6% |
| Admin fee / account holder | $37,161 | $11,423+225.3% | $18,030+106.1% | $12,263+203.0% |