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 | $45,614 | $94,625-51.8% | $116,228-60.8% | $84,808-46.2% |
| Participation rate | 40.0% | 70.4%-30.4pp | 74.6%-34.6pp | 68.3%-28.3pp |
| Annual return | 3.62% | 20.40%-16.8pp | 90.06%-86.4pp | 40.90%-37.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,108 | $3,972-72.1% | $4,953-77.6% | $4,212-73.7% |
| Admin fee / account holder | $526 | $10,091-94.8% | $11,989-95.6% | $7,344-92.8% |