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 | $21,488 | $57,016-62.3% | $84,966-74.7% | $80,856-73.4% |
| Participation rate | 24.7% | 56.3%-31.6pp | 67.5%-42.8pp | 67.6%-42.9pp |
| Annual return | 8.53% | 21.66%-13.1pp | 66.38%-57.9pp | 35.59%-27.1pp |
| Employer contribution / active EE | $405 | $1,798-77.5% | $2,727-85.1% | $2,755-85.3% |
| Participant deferral / active EE | $628 | $3,110-79.8% | $4,519-86.1% | $4,296-85.4% |
| Admin fee / account holder | $5,205 | $4,980+4.5% | $6,149-15.3% | $6,918-24.8% |