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 | $38,016 | $54,541-30.3% | $78,778-51.7% | $70,131-45.8% |
| Participation rate | 38.8% | 60.8%-22.0pp | 69.2%-30.4pp | 69.5%-30.8pp |
| Annual return | 7.91% | 21.07%-13.2pp | 35.62%-27.7pp | 73.14%-65.2pp |
| Employer contribution / active EE | $723 | $1,089-33.6% | $1,986-63.6% | $2,342-69.2% |
| Participant deferral / active EE | $938 | $2,210-57.6% | $2,958-68.3% | $3,332-71.8% |
| Admin fee / account holder | $3,793 | $3,709+2.3% | $5,134-26.1% | $4,645-18.3% |