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 | $169,566 | $163,101+4.0% | $136,749+24.0% | $142,382+19.1% |
| Participation rate | 36.4% | 78.2%-41.9pp | 72.1%-35.8pp | 80.1%-43.8pp |
| Annual return | 8.30% | 27.54%-19.2pp | 24.33%-16.0pp | 217.08%-208.8pp |
| Employer contribution / active EE | $973 | $4,117-76.4% | $3,400-71.4% | $4,299-77.4% |
| Participant deferral / active EE | $1,108 | $5,585-80.2% | $4,692-76.4% | $6,507-83.0% |
| Admin fee / account holder | $9,092 | $14,318-36.5% | $11,386-20.1% | $12,624-28.0% |