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 | $37,105 | $84,233-55.9% | $170,442-78.2% | $70,131-47.1% |
| Participation rate | 36.0% | 70.8%-34.9pp | 83.6%-47.6pp | 69.5%-33.6pp |
| Annual return | 11.64% | 23.06%-11.4pp | 205.93%-194.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,029 | $3,387-69.6% | $5,433-81.1% | $2,342-56.1% |
| Participant deferral / active EE | $532 | $3,086-82.7% | $4,939-89.2% | $3,332-84.0% |
| Admin fee / account holder | $1,813 | $5,698-68.2% | $13,880-86.9% | $4,645-61.0% |