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 | $69,619 | $142,424-51.1% | $100,534-30.8% | $74,304-6.3% |
| Participation rate | 45.5% | 79.6%-34.1pp | 80.6%-35.2pp | 60.3%-14.9pp |
| Annual return | 13.50% | 27.53%-14.0pp | 32.66%-19.2pp | 29.43%-15.9pp |
| Employer contribution / active EE | $1,864 | $5,555-66.4% | $4,346-57.1% | $2,241-16.8% |
| Participant deferral / active EE | $3,721 | $8,247-54.9% | $6,144-39.4% | $3,767-1.2% |
| Admin fee / account holder | $4,073 | $1,986+105.2% | $7,654-46.8% | $2,969+37.2% |