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 | $53,457 | $49,280+8.5% | $67,313-20.6% | $64,186-16.7% |
| Participation rate | 69.2% | 60.8%+8.4pp | 69.1%+0.1pp | 69.6%-0.3pp |
| Annual return | -9.44% | -1.39%-8.1pp | -4.08%-5.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,048 | $1,668-37.2% | $2,566-59.1% | $2,381-56.0% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $964 | $3,863-75.0% | $4,507-78.6% | $4,888-80.3% |