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 7-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 | $42,829 | $109,413-60.9% | $156,263-72.6% | $84,808-49.5% |
| Participation rate | 43.3% | 72.7%-29.4pp | 78.9%-35.6pp | 68.3%-25.0pp |
| Annual return | 11.00% | 20.18%-9.2pp | 59.47%-48.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $806 | $2,907-72.3% | $4,333-81.4% | $2,631-69.4% |
| Participant deferral / active EE | $1,850 | $4,590-59.7% | $6,158-70.0% | $4,212-56.1% |
| Admin fee / account holder | $1,078 | $9,357-88.5% | $14,255-92.4% | $7,344-85.3% |