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 | $30,458 | $98,750-69.2% | $149,696-79.7% | $79,858-61.9% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.5%-13.2pp | 69.6%-0.4pp |
| Annual return | 11.81% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $969 | $3,216-69.9% | $4,644-79.1% | $2,471-60.8% |
| Participant deferral / active EE | $2,349 | $5,680-58.6% | $6,842-65.7% | $3,740-37.2% |
| Admin fee / account holder | $330 | $6,053-94.6% | $9,309-96.5% | $5,306-93.8% |