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 | $100,923+47.3% | $150,045-0.9% | $74,304+100.1% |
| Participation rate | 20.8% | 70.1%-49.3pp | 82.3%-61.6pp | 60.3%-39.6pp |
| Annual return | 13.73% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $643 | $3,463-81.4% | $4,693-86.3% | $2,241-71.3% |
| Participant deferral / active EE | $1,282 | $6,709-80.9% | $7,997-84.0% | $3,767-66.0% |
| Admin fee / account holder | $3,540 | $2,767+27.9% | $13,435-73.6% | $2,969+19.2% |