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 | $46,020 | $117,983-61.0% | $101,794-54.8% | $142,382-67.7% |
| Participation rate | 47.4% | 74.2%-26.9pp | 69.2%-21.8pp | 80.1%-32.8pp |
| Annual return | 7.37% | 36.92%-29.6pp | 30.53%-23.2pp | 217.08%-209.7pp |
| Employer contribution / active EE | $661 | $2,773-76.1% | $2,289-71.1% | $4,299-84.6% |
| Participant deferral / active EE | $1,006 | $4,714-78.7% | $4,084-75.4% | $6,507-84.5% |
| Admin fee / account holder | $2,109 | $10,433-79.8% | $8,777-76.0% | $12,624-83.3% |