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 | $30,059 | $45,343-33.7% | $150,298-80.0% | $67,986-55.8% |
| Participation rate | 42.5% | 51.9%-9.4pp | 77.8%-35.3pp | 57.2%-14.7pp |
| Annual return | 9.34% | 33.28%-23.9pp | 62.79%-53.4pp | 31.67%-22.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $472 | $2,055-77.0% | $5,453-91.3% | $3,358-85.9% |
| Admin fee / account holder | $2,524 | $2,250+12.2% | $14,116-82.1% | $3,203-21.2% |