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 | $30,257 | $88,360-65.8% | $145,433-79.2% | $67,986-55.5% |
| Participation rate | 28.8% | 65.5%-36.6pp | 82.1%-53.3pp | 57.2%-28.4pp |
| Annual return | 9.79% | 63.15%-53.4pp | 66.58%-56.8pp | 31.67%-21.9pp |
| Employer contribution / active EE | $600 | $3,054-80.4% | $4,554-86.8% | $2,019-70.3% |
| Participant deferral / active EE | $1,232 | $5,932-79.2% | $7,897-84.4% | $3,358-63.3% |
| Admin fee / account holder | $5,462 | $3,313+64.9% | $13,129-58.4% | $3,203+70.5% |