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 3-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 | $35,962 | $77,899-53.8% | $149,673-76.0% | $75,163-52.2% |
| Participation rate | 12.5% | 65.6%-53.1pp | 78.8%-66.3pp | 67.2%-54.7pp |
| Annual return | 9.47% | 31.72%-22.3pp | 134.42%-125.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $214 | $3,411-93.7% | $5,680-96.2% | $4,125-94.8% |
| Admin fee / account holder | $3,055 | $5,956-48.7% | $13,210-76.9% | $5,651-45.9% |