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 9-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 | $32,121 | $80,717-60.2% | $154,803-79.3% | $84,808-62.1% |
| Participation rate | 25.0% | 66.8%-41.8pp | 78.1%-53.1pp | 68.3%-43.3pp |
| Annual return | 7.25% | 37.96%-30.7pp | 58.88%-51.6pp | 40.90%-33.6pp |
| Employer contribution / active EE | $468 | $2,761-83.0% | $4,305-89.1% | $2,631-82.2% |
| Participant deferral / active EE | $309 | $3,303-90.6% | $5,540-94.4% | $4,212-92.7% |
| Admin fee / account holder | $462 | $6,746-93.2% | $14,329-96.8% | $7,344-93.7% |