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 | $35,878 | $62,573-42.7% | $85,682-58.1% | $85,850-58.2% |
| Participation rate | 25.9% | 61.1%-35.2pp | 69.9%-43.9pp | 69.3%-43.4pp |
| Annual return | 9.92% | 23.77%-13.8pp | 21.49%-11.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $812 | $2,802-71.0% | $3,923-79.3% | $3,952-79.5% |
| Admin fee / account holder | $847 | $4,640-81.8% | $6,873-87.7% | $6,260-86.5% |