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 | $109,348 | $56,110+94.9% | $94,993+15.1% | $70,131+55.9% |
| Participation rate | 41.0% | 65.0%-24.0pp | 73.9%-32.9pp | 69.5%-28.5pp |
| Annual return | 9.28% | 51.02%-41.7pp | 27.12%-17.8pp | 73.14%-63.9pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $873 | $2,391-63.5% | $3,317-73.7% | $3,332-73.8% |
| Admin fee / account holder | $1,375 | $3,456-60.2% | $4,960-72.3% | $4,645-70.4% |