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 | $59,357 | $51,466+15.3% | $78,778-24.7% | $62,292-4.7% |
| Participation rate | 39.3% | 59.8%-20.5pp | 69.2%-29.9pp | 69.5%-30.2pp |
| Annual return | 9.58% | 19.96%-10.4pp | 35.62%-26.0pp | 28.90%-19.3pp |
| Employer contribution / active EE | $2,190 | $827+164.7% | $1,986+10.3% | $2,042+7.2% |
| Participant deferral / active EE | $305 | $2,147-85.8% | $2,958-89.7% | $3,169-90.4% |
| Admin fee / account holder | $3,506 | $489+616.5% | $5,134-31.7% | $479+631.4% |