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 | $20,394 | $58,627-65.2% | $76,735-73.4% | $82,448-75.3% |
| Participation rate | 21.4% | 63.2%-41.8pp | 69.5%-48.1pp | 68.1%-46.6pp |
| Annual return | 6.08% | 39.10%-33.0pp | 29.77%-23.7pp | 41.64%-35.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $868 | $3,134-72.3% | $4,088-78.8% | $4,139-79.0% |
| Admin fee / account holder | $2,034 | $5,323-61.8% | $7,189-71.7% | $7,234-71.9% |