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 | $78,213 | $89,753-12.9% | $107,525-27.3% | $84,808-7.8% |
| Participation rate | 36.8% | 68.1%-31.2pp | 75.1%-38.2pp | 68.3%-31.5pp |
| Annual return | 11.56% | 29.48%-17.9pp | 181.32%-169.8pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,111 | $3,113-64.3% | $3,754-70.4% | $2,631-57.8% |
| Participant deferral / active EE | $1,325 | $4,056-67.3% | $5,116-74.1% | $4,212-68.5% |
| Admin fee / account holder | $4,523 | $7,222-37.4% | $8,919-49.3% | $7,344-38.4% |