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 | $77,761 | $64,348+20.8% | $90,160-13.8% | $70,131+10.9% |
| Participation rate | 25.0% | 70.4%-45.4pp | 76.9%-51.9pp | 69.5%-44.5pp |
| Annual return | 13.80% | 28.13%-14.3pp | 34.88%-21.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $442 | $2,046-78.4% | $3,318-86.7% | $2,342-81.1% |
| Participant deferral / active EE | $587 | $4,389-86.6% | $5,288-88.9% | $3,332-82.4% |
| Admin fee / account holder | $959 | $3,944-75.7% | $5,943-83.9% | $4,645-79.3% |