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 | $55,029 | $178,174-69.1% | $156,181-64.8% | $137,256-59.9% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.8%-41.3pp | 80.0%-42.5pp |
| Annual return | 9.47% | 84.19%-74.7pp | 64.87%-55.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,236 | $4,972-75.1% | $4,294-71.2% | $4,156-70.3% |
| Participant deferral / active EE | $1,694 | $6,888-75.4% | $6,132-72.4% | $6,407-73.6% |
| Admin fee / account holder | $721 | $17,404-95.9% | $14,586-95.1% | $12,270-94.1% |