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 | $117,268 | $106,584+10.0% | $101,326+15.7% | $142,382-17.6% |
| Participation rate | 30.0% | 82.7%-52.7pp | 81.5%-51.5pp | 80.1%-50.1pp |
| Annual return | 12.34% | 36.93%-24.6pp | 36.82%-24.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $141 | $3,956-96.4% | $3,665-96.1% | $4,299-96.7% |
| Participant deferral / active EE | $566 | $8,297-93.2% | $7,994-92.9% | $6,507-91.3% |
| Admin fee / account holder | $6,650 | $11,446-41.9% | $11,185-40.5% | $12,624-47.3% |