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 | $47,875 | $49,915-4.1% | $154,803-69.1% | $74,304-35.6% |
| Participation rate | 15.9% | 54.0%-38.0pp | 78.1%-62.1pp | 60.3%-44.4pp |
| Annual return | 12.15% | 34.06%-21.9pp | 58.88%-46.7pp | 29.43%-17.3pp |
| Employer contribution / active EE | $484 | $1,611-69.9% | $4,305-88.7% | $2,241-78.4% |
| Participant deferral / active EE | $545 | $2,255-75.8% | $5,540-90.2% | $3,767-85.5% |
| Admin fee / account holder | $2,421 | $2,189+10.6% | $14,329-83.1% | $2,969-18.5% |