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 | $52,325 | $89,355-41.4% | $141,162-62.9% | $72,985-28.3% |
| Participation rate | 36.1% | 75.1%-39.1pp | 82.5%-46.4pp | 69.5%-33.4pp |
| Annual return | 9.10% | 111.85%-102.7pp | 71.39%-62.3pp | 81.00%-71.9pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,969 | $5,418-63.7% | $6,709-70.7% | $3,607-45.4% |
| Admin fee / account holder | $3,281 | $5,958-44.9% | $10,261-68.0% | $5,124-36.0% |