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 | $53,772 | $48,230+11.5% | $67,502-20.3% | $80,856-33.5% |
| Participation rate | 68.1% | 66.4%+1.7pp | 72.9%-4.8pp | 67.6%+0.4pp |
| Annual return | 10.62% | 18.28%-7.7pp | 3512.12%-3501.5pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,831 | $2,020+139.2% | $2,731+76.9% | $2,755+75.4% |
| Participant deferral / active EE | $80 | $2,924-97.2% | $4,000-98.0% | $4,296-98.1% |
| Admin fee / account holder | $4,316 | $3,681+17.2% | $3,998+8.0% | $6,918-37.6% |