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 | $67,318 | $114,381-41.1% | $107,525-37.4% | $142,382-52.7% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.1%-35.1pp | 80.1%-40.1pp |
| Annual return | 8.50% | 242.71%-234.2pp | 181.32%-172.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $852 | $4,015-78.8% | $3,754-77.3% | $4,299-80.2% |
| Participant deferral / active EE | $1,489 | $5,564-73.2% | $5,116-70.9% | $6,507-77.1% |
| Admin fee / account holder | $4,301 | $9,860-56.4% | $8,919-51.8% | $12,624-65.9% |