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 | $112,481 | $148,978-24.5% | $200,582-43.9% | $84,808+32.6% |
| Participation rate | 61.5% | 84.2%-22.7pp | 86.9%-25.3pp | 68.3%-6.8pp |
| Annual return | 12.41% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,054 | $7,142-57.2% | $9,331-67.3% | $4,212-27.5% |
| Admin fee / account holder | $14,068 | $13,977+0.7% | $16,305-13.7% | $7,344+91.6% |