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 | $56,409 | $83,477-32.4% | $125,175-54.9% | $72,985-22.7% |
| Participation rate | 53.2% | 73.3%-20.1pp | 79.8%-26.6pp | 69.5%-16.3pp |
| Annual return | 8.41% | 25.78%-17.4pp | 43.79%-35.4pp | 81.00%-72.6pp |
| Employer contribution / active EE | $975 | $2,345-58.4% | $3,865-74.8% | $2,440-60.1% |
| Participant deferral / active EE | $1,449 | $3,585-59.6% | $4,937-70.6% | $3,607-59.8% |
| Admin fee / account holder | $971 | $5,517-82.4% | $9,702-90.0% | $5,124-81.1% |