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 | $39,666 | $63,355-37.4% | $91,989-56.9% | $72,985-45.7% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 18.95% | 35.35%-16.4pp | 69.02%-50.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $345 | $2,116-83.7% | $3,452-90.0% | $2,440-85.9% |
| Participant deferral / active EE | $1,555 | $4,883-68.1% | $5,923-73.7% | $3,607-56.9% |
| Admin fee / account holder | $2,954 | $4,668-36.7% | $7,743-61.8% | $5,124-42.3% |