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 | $58,248 | $49,138+18.5% | $84,015-30.7% | $65,185-10.6% |
| Participation rate | 44.0% | 60.7%-16.7pp | 69.0%-25.0pp | 70.2%-26.2pp |
| Annual return | 16.12% | 23.00%-6.9pp | 71.31%-55.2pp | 29.38%-13.3pp |
| Employer contribution / active EE | $426 | $914-53.3% | $1,983-78.5% | $2,177-80.4% |
| Participant deferral / active EE | $1,160 | $2,397-51.6% | $3,239-64.2% | $3,514-67.0% |
| Admin fee / account holder | $1,605 | $543+195.3% | $6,101-73.7% | $847+89.4% |