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 | $76,067 | $95,803-20.6% | $113,168-32.8% | $84,808-10.3% |
| Participation rate | 56.1% | 72.9%-16.8pp | 76.6%-20.5pp | 68.3%-12.3pp |
| Annual return | 11.11% | 25.00%-13.9pp | 24.27%-13.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $764 | $2,360-67.6% | $2,975-74.3% | $2,631-71.0% |
| Participant deferral / active EE | $1,616 | $4,242-61.9% | $5,107-68.3% | $4,212-61.6% |
| Admin fee / account holder | $11,005 | $8,989+22.4% | $12,068-8.8% | $7,344+49.9% |