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 7-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 | $68,452 | $109,413-37.4% | $156,263-56.2% | $84,808-19.3% |
| Participation rate | 38.5% | 72.7%-34.2pp | 78.9%-40.4pp | 68.3%-29.8pp |
| Annual return | 12.27% | 20.18%-7.9pp | 59.47%-47.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $868 | $2,907-70.1% | $4,333-80.0% | $2,631-67.0% |
| Participant deferral / active EE | $1,089 | $4,590-76.3% | $6,158-82.3% | $4,212-74.2% |
| Admin fee / account holder | $1,456 | $9,357-84.4% | $14,255-89.8% | $7,344-80.2% |