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 | $32,402 | $72,492-55.3% | $87,100-62.8% | $72,985-55.6% |
| Participation rate | 54.7% | 72.8%-18.2pp | 76.9%-22.2pp | 69.5%-14.8pp |
| Annual return | 2.48% | 24.46%-22.0pp | 28.19%-25.7pp | 81.00%-78.5pp |
| Employer contribution / active EE | $505 | $1,894-73.3% | $2,521-80.0% | $2,440-79.3% |
| Participant deferral / active EE | $895 | $3,270-72.6% | $4,049-77.9% | $3,607-75.2% |
| Admin fee / account holder | $3,479 | $5,055-31.2% | $7,497-53.6% | $5,124-32.1% |