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 | $90,871 | $71,883+26.4% | $86,677+4.8% | $68,494+32.7% |
| Participation rate | 65.0% | 72.2%-7.2pp | 76.6%-11.6pp | 67.9%-2.9pp |
| Annual return | -19.36% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,021 | $2,173-53.0% | $2,836-64.0% | $2,596-60.7% |
| Participant deferral / active EE | $1,716 | $3,779-54.6% | $4,656-63.1% | $4,027-57.4% |
| Admin fee / account holder | $3,620 | $6,112-40.8% | $7,493-51.7% | $5,403-33.0% |