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 | $50,720 | $100,923-49.7% | $150,045-66.2% | $74,304-31.7% |
| Participation rate | 22.1% | 70.1%-47.9pp | 82.3%-60.2pp | 60.3%-38.2pp |
| Annual return | 14.14% | 51.77%-37.6pp | 62.55%-48.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $648 | $3,463-81.3% | $4,693-86.2% | $2,241-71.1% |
| Participant deferral / active EE | $1,255 | $6,709-81.3% | $7,997-84.3% | $3,767-66.7% |
| Admin fee / account holder | $5,129 | $2,767+85.4% | $13,435-61.8% | $2,969+72.8% |