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 | $34,879 | $91,552-61.9% | $133,956-74.0% | $79,858-56.3% |
| Participation rate | 28.6% | 73.3%-44.8pp | 79.8%-51.3pp | 69.6%-41.1pp |
| Annual return | 4.65% | 61.85%-57.2pp | 45.09%-40.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,008 | $3,733-73.0% | $5,048-80.0% | $3,740-73.1% |
| Admin fee / account holder | $5,384 | $6,321-14.8% | $8,927-39.7% | $5,306+1.5% |