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 | $58,506 | $73,933-20.9% | $96,683-39.5% | $75,163-22.2% |
| Participation rate | 54.5% | 66.4%-11.9pp | 74.3%-19.8pp | 67.2%-12.6pp |
| Annual return | 11.14% | 26.70%-15.6pp | 35.69%-24.6pp | 160.62%-149.5pp |
| Employer contribution / active EE | $3,867 | $2,928+32.1% | $3,737+3.5% | $2,670+44.8% |
| Participant deferral / active EE | $1,151 | $3,659-68.5% | $4,878-76.4% | $4,125-72.1% |
| Admin fee / account holder | $83,824 | $5,216+1507.0% | $6,730+1145.6% | $5,651+1383.4% |