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 | $35,684 | $83,477-57.3% | $125,175-71.5% | $72,985-51.1% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-22.9pp | 69.5%-12.6pp |
| Annual return | 9.33% | 25.78%-16.4pp | 43.79%-34.5pp | 81.00%-71.7pp |
| Employer contribution / active EE | $591 | $2,345-74.8% | $3,865-84.7% | $2,440-75.8% |
| Participant deferral / active EE | $1,570 | $3,585-56.2% | $4,937-68.2% | $3,607-56.5% |
| Admin fee / account holder | $760 | $5,517-86.2% | $9,702-92.2% | $5,124-85.2% |