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 5-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 | $35,088 | $109,881-68.1% | $150,045-76.6% | $84,808-58.6% |
| Participation rate | 57.6% | 76.1%-18.5pp | 82.3%-24.7pp | 68.3%-10.7pp |
| Annual return | 13.61% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $945 | $3,561-73.5% | $4,693-79.9% | $2,631-64.1% |
| Participant deferral / active EE | $1,947 | $6,636-70.7% | $7,997-75.7% | $4,212-53.8% |
| Admin fee / account holder | $2,360 | $8,568-72.5% | $13,435-82.4% | $7,344-67.9% |