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 | $49,140 | $106,749-54.0% | $145,433-66.2% | $82,448-40.4% |
| Participation rate | 47.5% | 75.6%-28.1pp | 82.1%-34.6pp | 68.1%-20.6pp |
| Annual return | 12.90% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,734 | $3,444-49.7% | $4,554-61.9% | $2,551-32.0% |
| Participant deferral / active EE | $2,015 | $6,519-69.1% | $7,897-74.5% | $4,139-51.3% |
| Admin fee / account holder | $3,510 | $8,390-58.2% | $13,129-73.3% | $7,234-51.5% |