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 | $36,836 | $84,233-56.3% | $170,442-78.4% | $70,131-47.5% |
| Participation rate | 57.1% | 70.8%-13.7pp | 83.6%-26.5pp | 69.5%-12.4pp |
| Annual return | 12.10% | 23.06%-11.0pp | 205.93%-193.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,319 | $3,387-61.0% | $5,433-75.7% | $2,342-43.7% |
| Participant deferral / active EE | $442 | $3,086-85.7% | $4,939-91.1% | $3,332-86.7% |
| Admin fee / account holder | $1,094 | $5,698-80.8% | $13,880-92.1% | $4,645-76.5% |