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 | $30,814 | $46,869-34.3% | $122,332-74.8% | $70,131-56.1% |
| Participation rate | 23.7% | 58.2%-34.5pp | 71.6%-47.9pp | 69.5%-45.9pp |
| Annual return | 11.77% | 24.22%-12.4pp | 30.27%-18.5pp | 73.14%-61.4pp |
| Employer contribution / active EE | $311 | $1,288-75.9% | $4,050-92.3% | $2,342-86.7% |
| Participant deferral / active EE | $725 | $2,166-66.5% | $3,287-77.9% | $3,332-78.2% |
| Admin fee / account holder | $331 | $3,322-90.0% | $5,478-94.0% | $4,645-92.9% |