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 | $43,171 | $86,929-50.3% | $102,423-57.9% | $80,856-46.6% |
| Participation rate | 49.0% | 72.4%-23.4pp | 76.5%-27.5pp | 67.6%-18.7pp |
| Annual return | 9.47% | 18.88%-9.4pp | 29.32%-19.9pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,018 | $2,369-57.0% | $3,023-66.3% | $2,755-63.0% |
| Participant deferral / active EE | $1,365 | $4,118-66.9% | $5,053-73.0% | $4,296-68.2% |
| Admin fee / account holder | $681 | $8,049-91.5% | $9,451-92.8% | $6,918-90.2% |