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 | $39,492 | $84,233-53.1% | $170,442-76.8% | $70,131-43.7% |
| Participation rate | 67.6% | 70.8%-3.3pp | 83.6%-16.0pp | 69.5%-2.0pp |
| Annual return | 6.07% | 23.06%-17.0pp | 205.93%-199.9pp | 73.14%-67.1pp |
| Employer contribution / active EE | $3,696 | $3,387+9.1% | $5,433-32.0% | $2,342+57.8% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,728 | $5,698-34.6% | $13,880-73.1% | $4,645-19.7% |