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 | $85,515-20.7% | $112,040-39.5% | $67,986-0.2% |
| Participation rate | 40.6% | 68.2%-27.6pp | 76.5%-35.9pp | 57.2%-16.6pp |
| Annual return | 10.45% | 29.68%-19.2pp | 24.52%-14.1pp | 31.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,089 | $4,014-72.9% | $5,098-78.6% | $3,358-67.6% |
| Admin fee / account holder | $3,248 | $3,774-13.9% | $12,098-73.2% | $3,203+1.4% |