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 | $247,360 | $91,552+170.2% | $133,956+84.7% | $79,858+209.8% |
| Participation rate | 8.8% | 73.3%-64.5pp | 79.8%-71.0pp | 69.6%-60.8pp |
| Annual return | 8.17% | 61.85%-53.7pp | 45.09%-36.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $374 | $3,733-90.0% | $5,048-92.6% | $3,740-90.0% |
| Admin fee / account holder | $1,203 | $6,321-81.0% | $8,927-86.5% | $5,306-77.3% |