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 | $76,438 | $214,378-64.3% | $200,582-61.9% | $142,382-46.3% |
| Participation rate | 16.7% | 87.4%-70.8pp | 86.9%-70.2pp | 80.1%-63.5pp |
| Annual return | 11.24% | 46.41%-35.2pp | 42.33%-31.1pp | 217.08%-205.8pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $900 | $9,865-90.9% | $9,331-90.4% | $6,507-86.2% |
| Admin fee / account holder | $768 | $17,692-95.7% | $16,305-95.3% | $12,624-93.9% |