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 | $122,391 | $76,050+60.9% | $96,544+26.8% | $71,457+71.3% |
| Participation rate | 18.8% | 74.4%-55.7pp | 76.0%-57.2pp | 67.9%-49.2pp |
| Annual return | 13.42% | 22.81%-9.4pp | 25.84%-12.4pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,551 | $2,244-30.9% | $2,965-47.7% | $2,588-40.1% |
| Participant deferral / active EE | $1,453 | $4,215-65.5% | $4,851-70.0% | $4,289-66.1% |
| Admin fee / account holder | $6,305 | $2,707+132.9% | $8,252-23.6% | $1,587+297.2% |