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 | $37,111 | $80,673-54.0% | $101,326-63.4% | $84,808-56.2% |
| Participation rate | 59.5% | 77.8%-18.3pp | 81.5%-22.0pp | 68.3%-8.9pp |
| Annual return | 12.55% | 38.95%-26.4pp | 36.82%-24.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,458 | $2,698-45.9% | $3,665-60.2% | $2,631-44.6% |
| Participant deferral / active EE | $2,490 | $6,840-63.6% | $7,994-68.9% | $4,212-40.9% |
| Admin fee / account holder | $13,123 | $12,784+2.7% | $11,185+17.3% | $7,344+78.7% |