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 | $86,231 | $48,570+77.5% | $130,648-34.0% | $72,985+18.1% |
| Participation rate | 44.8% | 58.6%-13.7pp | 71.7%-26.9pp | 69.5%-24.7pp |
| Annual return | 16.41% | 38.63%-22.2pp | 1708.96%-1692.5pp | 81.00%-64.6pp |
| Employer contribution / active EE | $513 | $1,334-61.5% | $4,092-87.5% | $2,440-79.0% |
| Participant deferral / active EE | $769 | $2,384-67.7% | $3,603-78.6% | $3,607-78.7% |
| Admin fee / account holder | $2,247 | $3,549-36.7% | $5,464-58.9% | $5,124-56.1% |