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 | $95,949 | $109,881-12.7% | $150,045-36.1% | $84,808+13.1% |
| Participation rate | 48.6% | 76.1%-27.5pp | 82.3%-33.7pp | 68.3%-19.7pp |
| Annual return | 12.44% | 28.25%-15.8pp | 62.55%-50.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,220 | $3,561-65.7% | $4,693-74.0% | $2,631-53.6% |
| Participant deferral / active EE | $2,486 | $6,636-62.5% | $7,997-68.9% | $4,212-41.0% |
| Admin fee / account holder | $907 | $8,568-89.4% | $13,435-93.2% | $7,344-87.6% |