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 | $56,657 | $53,127+6.6% | $86,590-34.6% | $70,131-19.2% |
| Participation rate | 28.9% | 65.3%-36.4pp | 73.5%-44.7pp | 69.5%-40.7pp |
| Annual return | 11.59% | 27.66%-16.1pp | 964.84%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $561 | $2,696-79.2% | $3,609-84.4% | $3,332-83.1% |
| Admin fee / account holder | $16,802 | $3,585+368.6% | $4,906+242.5% | $4,645+261.7% |