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 | $36,981 | $83,477-55.7% | $125,175-70.5% | $72,985-49.3% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.5%-44.5pp |
| Annual return | 15.09% | 25.78%-10.7pp | 43.79%-28.7pp | 81.00%-65.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,077 | $3,585-70.0% | $4,937-78.2% | $3,607-70.1% |
| Admin fee / account holder | $1,339 | $5,517-75.7% | $9,702-86.2% | $5,124-73.9% |