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 | $35,123 | $91,552-61.6% | $133,956-73.8% | $79,858-56.0% |
| Participation rate | 61.2% | 73.3%-12.1pp | 79.8%-18.6pp | 69.6%-8.4pp |
| Annual return | 4.71% | 61.85%-57.1pp | 45.09%-40.4pp | 31.71%-27.0pp |
| Employer contribution / active EE | $1,109 | $2,384-53.5% | $3,919-71.7% | $2,471-55.1% |
| Participant deferral / active EE | $1,425 | $3,733-61.8% | $5,048-71.8% | $3,740-61.9% |
| Admin fee / account holder | $1,000 | $6,321-84.2% | $8,927-88.8% | $5,306-81.1% |