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 | $148,710 | $88,360+68.3% | $145,433+2.3% | $67,986+118.7% |
| Participation rate | 20.8% | 65.5%-44.7pp | 82.1%-61.4pp | 57.2%-36.5pp |
| Annual return | 13.73% | 63.15%-49.4pp | 66.58%-52.8pp | 31.67%-17.9pp |
| Employer contribution / active EE | $643 | $3,054-78.9% | $4,554-85.9% | $2,019-68.1% |
| Participant deferral / active EE | $1,282 | $5,932-78.4% | $7,897-83.8% | $3,358-61.8% |
| Admin fee / account holder | $3,540 | $3,313+6.8% | $13,129-73.0% | $3,203+10.5% |