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 7-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 | $109,008 | $177,572-38.6% | $154,803-29.6% | $142,382-23.4% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 4.21% | 65.07%-60.9pp | 58.88%-54.7pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,547 | $4,810-67.8% | $4,305-64.1% | $4,299-64.0% |
| Participant deferral / active EE | $1,539 | $6,272-75.5% | $5,540-72.2% | $6,507-76.4% |
| Admin fee / account holder | $5,399 | $16,786-67.8% | $14,329-62.3% | $12,624-57.2% |