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 6-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 | $20,327 | $25,014-18.7% | $69,647-70.8% | $80,856-74.9% |
| Participation rate | 22.4% | 64.2%-41.8pp | 66.5%-44.0pp | 67.6%-45.2pp |
| Annual return | 10.05% | 19.07%-9.0pp | 100.48%-90.4pp | 35.59%-25.5pp |
| Employer contribution / active EE | $379 | $993-61.8% | $1,712-77.9% | $2,755-86.2% |
| Participant deferral / active EE | $561 | $1,839-69.5% | $2,886-80.6% | $4,296-86.9% |
| Admin fee / account holder | $1,529 | $2,488-38.5% | $4,713-67.5% | $6,918-77.9% |