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 | $49,299 | $83,477-40.9% | $125,175-60.6% | $72,985-32.5% |
| Participation rate | 61.4% | 73.3%-11.9pp | 79.8%-18.4pp | 69.5%-8.1pp |
| Annual return | 14.50% | 25.78%-11.3pp | 43.79%-29.3pp | 81.00%-66.5pp |
| Employer contribution / active EE | $805 | $2,345-65.7% | $3,865-79.2% | $2,440-67.0% |
| Participant deferral / active EE | $1,600 | $3,585-55.4% | $4,937-67.6% | $3,607-55.7% |
| Admin fee / account holder | $1,843 | $5,517-66.6% | $9,702-81.0% | $5,124-64.0% |