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 | $107,210 | $110,261-2.8% | $95,745+12.0% | $139,434-23.1% |
| Participation rate | 36.4% | 75.8%-39.4pp | 72.3%-35.9pp | 80.3%-44.0pp |
| Annual return | 5.19% | 27.11%-21.9pp | 28.35%-23.2pp | 372.94%-367.8pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $327 | $4,676-93.0% | $4,245-92.3% | $6,710-95.1% |
| Admin fee / account holder | $3,091 | $6,613-53.3% | $5,678-45.6% | $11,403-72.9% |