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 9-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 | $94,640 | $63,355+49.4% | $91,989+2.9% | $72,985+29.7% |
| Participation rate | 13.8% | 72.5%-58.7pp | 78.6%-64.8pp | 69.5%-55.7pp |
| Annual return | 4.71% | 35.35%-30.6pp | 69.02%-64.3pp | 81.00%-76.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $756 | $4,883-84.5% | $5,923-87.2% | $3,607-79.0% |
| Admin fee / account holder | $714 | $4,668-84.7% | $7,743-90.8% | $5,124-86.1% |