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 | $56,894 | $86,929-34.6% | $102,423-44.5% | $80,856-29.6% |
| Participation rate | 29.8% | 72.4%-42.6pp | 76.5%-46.7pp | 67.6%-37.9pp |
| Annual return | 9.85% | 18.88%-9.0pp | 29.32%-19.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $884 | $2,369-62.7% | $3,023-70.8% | $2,755-67.9% |
| Participant deferral / active EE | $1,717 | $4,118-58.3% | $5,053-66.0% | $4,296-60.0% |
| Admin fee / account holder | $871 | $8,049-89.2% | $9,451-90.8% | $6,918-87.4% |