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 | $60,342 | $99,985-39.6% | $146,665-58.9% | $85,850-29.7% |
| Participation rate | 47.1% | 73.1%-25.9pp | 80.1%-32.9pp | 69.3%-22.2pp |
| Annual return | 9.33% | 18.93%-9.6pp | 22.74%-13.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $712 | $2,559-72.2% | $4,136-82.8% | $2,565-72.3% |
| Participant deferral / active EE | $1,455 | $4,006-63.7% | $5,506-73.6% | $3,952-63.2% |
| Admin fee / account holder | $849 | $7,702-89.0% | $10,280-91.7% | $6,260-86.4% |