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 | $136,865 | $54,541+150.9% | $78,778+73.7% | $70,131+95.2% |
| Participation rate | 54.1% | 60.8%-6.7pp | 69.2%-15.1pp | 69.5%-15.5pp |
| Annual return | 3.07% | 21.07%-18.0pp | 35.62%-32.5pp | 73.14%-70.1pp |
| Employer contribution / active EE | $571 | $1,089-47.5% | $1,986-71.2% | $2,342-75.6% |
| Participant deferral / active EE | $921 | $2,210-58.3% | $2,958-68.9% | $3,332-72.4% |
| Admin fee / account holder | $1,603 | $3,709-56.8% | $5,134-68.8% | $4,645-65.5% |