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 | $40,631 | $71,050-42.8% | $93,606-56.6% | $80,856-49.7% |
| Participation rate | 60.3% | 60.4%-0.2pp | 68.7%-8.5pp | 67.6%-7.4pp |
| Annual return | 8.62% | 11.26%-2.6pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $476 | $1,564-69.6% | $2,420-80.3% | $2,755-82.7% |
| Participant deferral / active EE | $1,122 | $4,034-72.2% | $4,411-74.6% | $4,296-73.9% |
| Admin fee / account holder | $1,551 | $6,945-77.7% | $8,285-81.3% | $6,918-77.6% |