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 9-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 | $49,347 | $57,651-14.4% | $112,229-56.0% | $71,457-30.9% |
| Participation rate | 12.0% | 58.9%-46.9pp | 72.4%-60.4pp | 67.9%-55.9pp |
| Annual return | 7.74% | 18.32%-10.6pp | 30.20%-22.5pp | 28.85%-21.1pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $451 | $2,863-84.3% | $4,798-90.6% | $4,289-89.5% |
| Admin fee / account holder | $2,238 | $1,581+41.5% | $7,748-71.1% | $1,587+41.0% |