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 | $98,978 | $159,602-38.0% | $150,045-34.0% | $142,382-30.5% |
| Participation rate | 26.1% | 84.0%-57.9pp | 82.3%-56.2pp | 80.1%-54.0pp |
| Annual return | 7.31% | 70.24%-62.9pp | 62.55%-55.2pp | 217.08%-209.8pp |
| Employer contribution / active EE | $919 | $4,961-81.5% | $4,693-80.4% | $4,299-78.6% |
| Participant deferral / active EE | $2,241 | $8,310-73.0% | $7,997-72.0% | $6,507-65.6% |
| Admin fee / account holder | $1,009 | $14,846-93.2% | $13,435-92.5% | $12,624-92.0% |