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 | $88,520 | $54,541+62.3% | $78,778+12.4% | $70,131+26.2% |
| Participation rate | 31.1% | 60.8%-29.7pp | 69.2%-38.1pp | 69.5%-38.4pp |
| Annual return | 11.38% | 21.07%-9.7pp | 35.62%-24.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $616 | $2,210-72.1% | $2,958-79.2% | $3,332-81.5% |
| Admin fee / account holder | $7,975 | $3,709+115.0% | $5,134+55.3% | $4,645+71.7% |