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 | $163,335 | $94,625+72.6% | $116,228+40.5% | $84,808+92.6% |
| Participation rate | 17.1% | 70.4%-53.3pp | 74.6%-57.4pp | 68.3%-51.2pp |
| Annual return | 8.48% | 20.40%-11.9pp | 90.06%-81.6pp | 40.90%-32.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $656 | $3,972-83.5% | $4,953-86.8% | $4,212-84.4% |
| Admin fee / account holder | $1,722 | $10,091-82.9% | $11,989-85.6% | $7,344-76.6% |