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 | $96,344 | $117,381-17.9% | $99,443-3.1% | $152,861-37.0% |
| Participation rate | 41.7% | 77.5%-35.9pp | 73.8%-32.2pp | 82.4%-40.8pp |
| Annual return | 4.38% | 31.87%-27.5pp | 30.72%-26.3pp | 345.32%-340.9pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $313 | $4,086-92.3% | $3,619-91.3% | $5,850-94.6% |
| Admin fee / account holder | $3,086 | $7,631-59.6% | $6,250-50.6% | $11,596-73.4% |