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 | $75,307 | $86,929-13.4% | $102,423-26.5% | $80,856-6.9% |
| Participation rate | 63.6% | 72.4%-8.7pp | 76.5%-12.9pp | 67.6%-4.0pp |
| Annual return | 8.02% | 18.88%-10.9pp | 29.32%-21.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,420 | $2,369-40.1% | $3,023-53.0% | $2,755-48.4% |
| Participant deferral / active EE | $1,602 | $4,118-61.1% | $5,053-68.3% | $4,296-62.7% |
| Admin fee / account holder | $11,235 | $8,049+39.6% | $9,451+18.9% | $6,918+62.4% |