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 | $58,012 | $54,762+5.9% | $90,281-35.7% | $72,985-20.5% |
| Participation rate | 21.4% | 65.1%-43.7pp | 73.3%-51.8pp | 69.5%-48.1pp |
| Annual return | 9.18% | 30.63%-21.5pp | 78.10%-68.9pp | 81.00%-71.8pp |
| Employer contribution / active EE | $680 | $2,092-67.5% | $2,854-76.2% | $2,440-72.1% |
| Participant deferral / active EE | $720 | $2,887-75.0% | $3,885-81.5% | $3,607-80.0% |
| Admin fee / account holder | $12,341 | $3,972+210.7% | $5,351+130.6% | $5,124+140.8% |