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 | $27,196 | $54,541-50.1% | $78,778-65.5% | $70,131-61.2% |
| Participation rate | 36.5% | 60.8%-24.3pp | 69.2%-32.7pp | 69.5%-33.0pp |
| Annual return | 10.30% | 21.07%-10.8pp | 35.62%-25.3pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $446 | $2,210-79.8% | $2,958-84.9% | $3,332-86.6% |
| Admin fee / account holder | $4,594 | $3,709+23.9% | $5,134-10.5% | $4,645-1.1% |