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 | $34,730 | $78,705-55.9% | $117,854-70.5% | $70,131-50.5% |
| Participation rate | 38.1% | 73.2%-35.1pp | 79.7%-41.6pp | 69.5%-31.4pp |
| Annual return | 12.27% | 23.30%-11.0pp | 335.08%-322.8pp | 73.14%-60.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,089 | $3,297-67.0% | $4,482-75.7% | $3,332-67.3% |
| Admin fee / account holder | $426 | $5,065-91.6% | $8,020-94.7% | $4,645-90.8% |