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 | $59,510 | $52,279+13.8% | $89,391-33.4% | $79,858-25.5% |
| Participation rate | 20.0% | 57.5%-37.5pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | 7.75% | 22.16%-14.4pp | 245.62%-237.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $330 | $1,572-79.0% | $2,586-87.3% | $2,471-86.7% |
| Participant deferral / active EE | $747 | $2,740-72.7% | $3,890-80.8% | $3,740-80.0% |
| Admin fee / account holder | $3,523 | $3,356+5.0% | $4,881-27.8% | $5,306-33.6% |