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 | $47,763 | $88,634-46.1% | $101,326-52.9% | $74,304-35.7% |
| Participation rate | 23.5% | 76.9%-53.4pp | 81.5%-58.0pp | 60.3%-36.9pp |
| Annual return | 12.48% | 33.10%-20.6pp | 36.82%-24.3pp | 29.43%-17.0pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,262 | $7,322-82.8% | $7,994-84.2% | $3,767-66.5% |
| Admin fee / account holder | $10,123 | $2,425+317.4% | $11,185-9.5% | $2,969+241.0% |