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 | $58,729 | $108,919-46.1% | $100,391-41.5% | $145,922-59.8% |
| Participation rate | 55.6% | 82.9%-27.4pp | 81.5%-25.9pp | 80.3%-24.7pp |
| Annual return | 6.57% | 57.88%-51.3pp | 49.20%-42.6pp | 561.29%-554.7pp |
| Employer contribution / active EE | $1,251 | $4,419-71.7% | $3,942-68.3% | $4,660-73.1% |
| Participant deferral / active EE | $1,859 | $8,445-78.0% | $8,082-77.0% | $6,688-72.2% |
| Admin fee / account holder | $8,402 | $9,689-13.3% | $7,899+6.4% | $13,397-37.3% |