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 | $144,787 | $58,512+147.4% | $84,015+72.3% | $72,985+98.4% |
| Participation rate | 47.4% | 61.2%-13.9pp | 69.0%-21.6pp | 69.5%-22.1pp |
| Annual return | 2.57% | 28.93%-26.4pp | 71.31%-68.7pp | 81.00%-78.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $399 | $2,394-83.3% | $3,239-87.7% | $3,607-88.9% |
| Admin fee / account holder | $2,290 | $4,569-49.9% | $6,101-62.5% | $5,124-55.3% |