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 | $63,759 | $96,484-33.9% | $156,263-59.2% | $74,304-14.2% |
| Participation rate | 45.1% | 67.7%-22.6pp | 78.9%-33.8pp | 60.3%-15.3pp |
| Annual return | 12.61% | 17.73%-5.1pp | 59.47%-46.9pp | 29.43%-16.8pp |
| Employer contribution / active EE | $1,080 | $2,528-57.3% | $4,333-75.1% | $2,241-51.8% |
| Participant deferral / active EE | $1,662 | $4,286-61.2% | $6,158-73.0% | $3,767-55.9% |
| Admin fee / account holder | $8,533 | $3,728+128.9% | $14,255-40.1% | $2,969+187.4% |