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 | $47,283 | $71,050-33.5% | $93,606-49.5% | $80,856-41.5% |
| Participation rate | 52.5% | 60.4%-7.9pp | 68.7%-16.3pp | 67.6%-15.2pp |
| Annual return | 7.42% | 11.26%-3.8pp | 133.20%-125.8pp | 35.59%-28.2pp |
| Employer contribution / active EE | $579 | $1,564-63.0% | $2,420-76.1% | $2,755-79.0% |
| Participant deferral / active EE | $1,063 | $4,034-73.7% | $4,411-75.9% | $4,296-75.3% |
| Admin fee / account holder | $441 | $6,945-93.7% | $8,285-94.7% | $6,918-93.6% |