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 | $56,283 | $65,365-13.9% | $92,893-39.4% | $72,985-22.9% |
| Participation rate | 30.3% | 68.3%-38.0pp | 76.0%-45.7pp | 69.5%-39.2pp |
| Annual return | 11.45% | 42.10%-30.7pp | 109.41%-98.0pp | 81.00%-69.6pp |
| Employer contribution / active EE | $601 | $2,594-76.8% | $3,653-83.6% | $2,440-75.4% |
| Participant deferral / active EE | $1,100 | $3,128-64.8% | $4,236-74.0% | $3,607-69.5% |
| Admin fee / account holder | $467 | $4,251-89.0% | $5,794-91.9% | $5,124-90.9% |