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 | $42,644 | $91,190-53.2% | $178,490-76.1% | $79,858-46.6% |
| Participation rate | 16.2% | 69.2%-53.0pp | 81.9%-65.7pp | 69.6%-53.5pp |
| Annual return | 9.46% | 24.19%-14.7pp | 151.07%-141.6pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $578 | $3,236-82.1% | $5,202-88.9% | $3,740-84.5% |
| Admin fee / account holder | $1,550 | $6,751-77.0% | $13,984-88.9% | $5,306-70.8% |