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 | $67,819 | $87,870-22.8% | $113,168-40.1% | $74,304-8.7% |
| Participation rate | 40.6% | 70.7%-30.1pp | 76.6%-35.9pp | 60.3%-19.7pp |
| Annual return | 10.45% | 26.44%-16.0pp | 24.27%-13.8pp | 29.43%-19.0pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,089 | $4,241-74.3% | $5,107-78.7% | $3,767-71.1% |
| Admin fee / account holder | $3,248 | $3,368-3.6% | $12,068-73.1% | $2,969+9.4% |