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 | $52,913 | $117,841-55.1% | $102,423-48.3% | $145,922-63.7% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 8.19% | 31.65%-23.5pp | 29.32%-21.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $1,212 | $3,615-66.5% | $3,023-59.9% | $4,660-74.0% |
| Participant deferral / active EE | $1,604 | $5,731-72.0% | $5,053-68.3% | $6,688-76.0% |
| Admin fee / account holder | $8,608 | $13,326-35.4% | $9,451-8.9% | $13,397-35.7% |