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 | $34,856 | $93,571-62.7% | $135,903-74.4% | $75,163-53.6% |
| Participation rate | 67.4% | 75.2%-7.7pp | 81.9%-14.5pp | 67.2%+0.3pp |
| Annual return | 13.54% | 30.90%-17.4pp | 68.23%-54.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,136 | $3,537-67.9% | $4,856-76.6% | $2,670-57.5% |
| Participant deferral / active EE | $2,477 | $6,404-61.3% | $7,758-68.1% | $4,125-40.0% |
| Admin fee / account holder | $5,060 | $6,975-27.5% | $10,762-53.0% | $5,651-10.5% |