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 | $92,994 | $78,705+18.2% | $117,854-21.1% | $70,131+32.6% |
| Participation rate | 32.8% | 73.2%-40.4pp | 79.7%-46.9pp | 69.5%-36.8pp |
| Annual return | 7.15% | 23.30%-16.2pp | 335.08%-327.9pp | 73.14%-66.0pp |
| Employer contribution / active EE | $559 | $2,223-74.9% | $3,786-85.2% | $2,342-76.1% |
| Participant deferral / active EE | $1,250 | $3,297-62.1% | $4,482-72.1% | $3,332-62.5% |
| Admin fee / account holder | $3,474 | $5,065-31.4% | $8,020-56.7% | $4,645-25.2% |