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 | $61,049 | $95,803-36.3% | $113,168-46.1% | $84,808-28.0% |
| Participation rate | 34.2% | 72.9%-38.7pp | 76.6%-42.4pp | 68.3%-34.1pp |
| Annual return | 9.55% | 25.00%-15.5pp | 24.27%-14.7pp | 40.90%-31.3pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,814 | $4,242-57.2% | $5,107-64.5% | $4,212-56.9% |
| Admin fee / account holder | $313 | $8,989-96.5% | $12,068-97.4% | $7,344-95.7% |