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 | $61,013 | $91,552-33.4% | $133,956-54.5% | $79,858-23.6% |
| Participation rate | 45.8% | 73.3%-27.5pp | 79.8%-34.0pp | 69.6%-23.8pp |
| Annual return | 8.90% | 61.85%-52.9pp | 45.09%-36.2pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,177 | $2,384-50.6% | $3,919-70.0% | $2,471-52.4% |
| Participant deferral / active EE | $1,655 | $3,733-55.7% | $5,048-67.2% | $3,740-55.7% |
| Admin fee / account holder | $3,224 | $6,321-49.0% | $8,927-63.9% | $5,306-39.2% |