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 | $49,546 | $50,637-2.2% | $86,590-42.8% | $62,292-20.5% |
| Participation rate | 9.7% | 67.9%-58.2pp | 73.5%-63.8pp | 69.5%-59.8pp |
| Annual return | 3.64% | 20.80%-17.2pp | 964.84%-961.2pp | 28.90%-25.3pp |
| Employer contribution / active EE | $664 | $2,075-68.0% | $2,839-76.6% | $2,042-67.5% |
| Participant deferral / active EE | $488 | $2,611-81.3% | $3,609-86.5% | $3,169-84.6% |
| Admin fee / account holder | $4,858 | $413+1075.4% | $4,906-1.0% | $479+913.4% |