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 | $52,273 | $76,407-31.6% | $150,298-65.2% | $82,448-36.6% |
| Participation rate | 26.3% | 66.4%-40.1pp | 77.8%-51.4pp | 68.1%-41.8pp |
| Annual return | 12.75% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.9pp |
| Employer contribution / active EE | $468 | $2,614-82.1% | $4,154-88.7% | $2,551-81.7% |
| Participant deferral / active EE | $752 | $3,214-76.6% | $5,453-86.2% | $4,139-81.8% |
| Admin fee / account holder | $4,127 | $6,352-35.0% | $14,116-70.8% | $7,234-43.0% |