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 | $70,755 | $100,923-29.9% | $150,045-52.8% | $74,304-4.8% |
| Participation rate | 26.4% | 70.1%-43.7pp | 82.3%-55.9pp | 60.3%-33.9pp |
| Annual return | 11.89% | 51.77%-39.9pp | 62.55%-50.7pp | 29.43%-17.5pp |
| Employer contribution / active EE | $598 | $3,463-82.7% | $4,693-87.3% | $2,241-73.3% |
| Participant deferral / active EE | $1,609 | $6,709-76.0% | $7,997-79.9% | $3,767-57.3% |
| Admin fee / account holder | $5,378 | $2,767+94.4% | $13,435-60.0% | $2,969+81.2% |