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 | $64,796 | $95,803-32.4% | $113,168-42.7% | $84,808-23.6% |
| Participation rate | 68.3% | 72.9%-4.6pp | 76.6%-8.3pp | 68.3%0pp |
| Annual return | 11.53% | 25.00%-13.5pp | 24.27%-12.7pp | 40.90%-29.4pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,893 | $4,242-55.4% | $5,107-62.9% | $4,212-55.0% |
| Admin fee / account holder | $8,494 | $8,989-5.5% | $12,068-29.6% | $7,344+15.7% |