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 | $40,368 | $89,753-55.0% | $107,525-62.5% | $84,808-52.4% |
| Participation rate | 38.7% | 68.1%-29.4pp | 75.1%-36.4pp | 68.3%-29.6pp |
| Annual return | 11.67% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,269 | $3,113-59.2% | $3,754-66.2% | $2,631-51.8% |
| Participant deferral / active EE | $1,379 | $4,056-66.0% | $5,116-73.0% | $4,212-67.3% |
| Admin fee / account holder | $798 | $7,222-89.0% | $8,919-91.1% | $7,344-89.1% |