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 | $40,416 | $78,672-48.6% | $109,143-63.0% | $85,850-52.9% |
| Participation rate | 38.6% | 68.3%-29.6pp | 75.9%-37.2pp | 69.3%-30.7pp |
| Annual return | 10.75% | 25.09%-14.3pp | 25.75%-15.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $717 | $2,735-73.8% | $3,722-80.7% | $2,565-72.0% |
| Participant deferral / active EE | $1,090 | $3,467-68.6% | $4,653-76.6% | $3,952-72.4% |
| Admin fee / account holder | $2,629 | $5,469-51.9% | $6,752-61.1% | $6,260-58.0% |