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 | $36,046 | $70,669-49.0% | $169,368-78.7% | $75,163-52.0% |
| Participation rate | 56.0% | 64.8%-8.8pp | 77.1%-21.1pp | 67.2%-11.2pp |
| Annual return | 13.14% | 36.36%-23.2pp | 405.60%-392.5pp | 160.62%-147.5pp |
| Employer contribution / active EE | $748 | $2,211-66.2% | $4,013-81.4% | $2,670-72.0% |
| Participant deferral / active EE | $1,107 | $4,311-74.3% | $6,221-82.2% | $4,125-73.2% |
| Admin fee / account holder | $443 | $5,402-91.8% | $9,003-95.1% | $5,651-92.2% |