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 | $53,202 | $78,705-32.4% | $117,854-54.9% | $70,131-24.1% |
| Participation rate | 35.1% | 73.2%-38.1pp | 79.7%-44.6pp | 69.5%-34.5pp |
| Annual return | 7.12% | 23.30%-16.2pp | 335.08%-328.0pp | 73.14%-66.0pp |
| Employer contribution / active EE | $639 | $2,223-71.3% | $3,786-83.1% | $2,342-72.7% |
| Participant deferral / active EE | $993 | $3,297-69.9% | $4,482-77.8% | $3,332-70.2% |
| Admin fee / account holder | $7,511 | $5,065+48.3% | $8,020-6.4% | $4,645+61.7% |