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 | $50,010 | $59,101-15.4% | $77,163-35.2% | $75,163-33.5% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.6%-9.6pp | 67.2%-7.2pp |
| Annual return | 9.88% | 26.71%-16.8pp | 37.87%-28.0pp | 160.62%-150.7pp |
| Employer contribution / active EE | $579 | $1,995-71.0% | $2,535-77.2% | $2,670-78.3% |
| Participant deferral / active EE | $962 | $2,999-67.9% | $3,833-74.9% | $4,125-76.7% |
| Admin fee / account holder | $567 | $4,774-88.1% | $5,472-89.6% | $5,651-90.0% |