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 | $71,059 | $66,402+7.0% | $109,895-35.3% | $85,850-17.2% |
| Participation rate | 43.8% | 63.9%-20.0pp | 74.2%-30.4pp | 69.3%-25.5pp |
| Annual return | 11.40% | 19.59%-8.2pp | 29.45%-18.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $457 | $1,687-72.9% | $2,842-83.9% | $2,565-82.2% |
| Participant deferral / active EE | $723 | $2,842-74.5% | $4,048-82.1% | $3,952-81.7% |
| Admin fee / account holder | $1,206 | $4,557-73.5% | $6,066-80.1% | $6,260-80.7% |