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 | $81,877 | $70,475+16.2% | $100,516-18.5% | $79,858+2.5% |
| Participation rate | 40.5% | 73.7%-33.1pp | 79.4%-38.9pp | 69.6%-29.1pp |
| Annual return | 11.73% | 21.90%-10.2pp | 30.89%-19.2pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,591 | $2,165-26.5% | $3,418-53.5% | $2,471-35.6% |
| Participant deferral / active EE | $1,318 | $5,181-74.6% | $6,270-79.0% | $3,740-64.8% |
| Admin fee / account holder | $2,436 | $4,478-45.6% | $8,081-69.9% | $5,306-54.1% |