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 | $65,892 | $80,968-18.6% | $96,544-31.7% | $75,163-12.3% |
| Participation rate | 51.1% | 71.8%-20.6pp | 76.0%-24.8pp | 67.2%-16.1pp |
| Annual return | 12.64% | 27.06%-14.4pp | 25.84%-13.2pp | 160.62%-148.0pp |
| Employer contribution / active EE | $665 | $2,282-70.8% | $2,965-77.6% | $2,670-75.1% |
| Participant deferral / active EE | $1,402 | $3,928-64.3% | $4,851-71.1% | $4,125-66.0% |
| Admin fee / account holder | $3,367 | $6,724-49.9% | $8,252-59.2% | $5,651-40.4% |