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 | $61,658 | $85,515-27.9% | $112,040-45.0% | $67,986-9.3% |
| Participation rate | 23.7% | 68.2%-44.6pp | 76.5%-52.8pp | 57.2%-33.6pp |
| Annual return | 12.50% | 29.68%-17.2pp | 24.52%-12.0pp | 31.67%-19.2pp |
| Employer contribution / active EE | $691 | $2,191-68.4% | $2,954-76.6% | $2,019-65.8% |
| Participant deferral / active EE | $903 | $4,014-77.5% | $5,098-82.3% | $3,358-73.1% |
| Admin fee / account holder | $11,312 | $3,774+199.8% | $12,098-6.5% | $3,203+253.1% |