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 | $108,825-37.1% | $156,181-56.2% | $82,448-17.0% |
| Participation rate | 38.5% | 72.4%-33.9pp | 78.8%-40.4pp | 68.1%-29.6pp |
| Annual return | 12.27% | 20.59%-8.3pp | 64.87%-52.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $868 | $2,870-69.8% | $4,294-79.8% | $2,551-66.0% |
| Participant deferral / active EE | $1,089 | $4,577-76.2% | $6,132-82.2% | $4,139-73.7% |
| Admin fee / account holder | $1,456 | $9,341-84.4% | $14,586-90.0% | $7,234-79.9% |