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 | $32,941 | $60,349-45.4% | $74,183-55.6% | $62,891-47.6% |
| Participation rate | 48.8% | 72.7%-23.9pp | 76.6%-27.8pp | 69.3%-20.5pp |
| Annual return | 3.83% | 21.37%-17.5pp | 17.74%-13.9pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,025 | $1,680+20.5% | $2,370-14.6% | $2,281-11.2% |
| Participant deferral / active EE | $1,170 | $2,856-59.0% | $3,550-67.0% | $3,203-63.5% |
| Admin fee / account holder | $822 | $4,261-80.7% | $5,586-85.3% | $4,296-80.9% |