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 | $96,983 | $172,111-43.7% | $150,298-35.5% | $137,256-29.3% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 10.15% | 69.37%-59.2pp | 62.79%-52.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,028 | $4,636-77.8% | $4,154-75.3% | $4,156-75.3% |
| Participant deferral / active EE | $1,458 | $6,166-76.4% | $5,453-73.3% | $6,407-77.2% |
| Admin fee / account holder | $1,280 | $16,471-92.2% | $14,116-90.9% | $12,270-89.6% |