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 | $113,764 | $91,552+24.3% | $133,956-15.1% | $79,858+42.5% |
| Participation rate | 36.4% | 73.3%-37.0pp | 79.8%-43.5pp | 69.6%-33.3pp |
| Annual return | 7.11% | 61.85%-54.7pp | 45.09%-38.0pp | 31.71%-24.6pp |
| Employer contribution / active EE | $1,212 | $2,384-49.1% | $3,919-69.1% | $2,471-50.9% |
| Participant deferral / active EE | $1,642 | $3,733-56.0% | $5,048-67.5% | $3,740-56.1% |
| Admin fee / account holder | $3,221 | $6,321-49.0% | $8,927-63.9% | $5,306-39.3% |