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 | $30,012 | $77,503-61.3% | $100,391-70.1% | $80,856-62.9% |
| Participation rate | 52.6% | 76.9%-24.3pp | 81.5%-28.8pp | 67.6%-15.0pp |
| Annual return | 8.19% | 37.20%-29.0pp | 49.20%-41.0pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,263 | $2,801-54.9% | $3,942-68.0% | $2,755-54.2% |
| Participant deferral / active EE | $2,465 | $6,820-63.9% | $8,082-69.5% | $4,296-42.6% |
| Admin fee / account holder | $1,938 | $5,897-67.1% | $7,899-75.5% | $6,918-72.0% |