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 | $140,801 | $73,787+90.8% | $98,716+42.6% | $82,448+70.8% |
| Participation rate | 40.6% | 61.4%-20.8pp | 69.3%-28.7pp | 68.1%-27.4pp |
| Annual return | 12.35% | 18.57%-6.2pp | 31.81%-19.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,148 | $3,081-62.7% | $4,048-71.6% | $4,139-72.3% |
| Admin fee / account holder | $8,839 | $6,500+36.0% | $8,703+1.6% | $7,234+22.2% |