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 4-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 | $72,069 | $91,407-21.2% | $135,903-47.0% | $71,457+0.9% |
| Participation rate | 47.1% | 75.7%-28.5pp | 81.9%-34.8pp | 67.9%-20.8pp |
| Annual return | 11.61% | 29.90%-18.3pp | 68.23%-56.6pp | 28.85%-17.2pp |
| Employer contribution / active EE | $1,251 | $3,703-66.2% | $4,856-74.2% | $2,588-51.6% |
| Participant deferral / active EE | $2,497 | $7,092-64.8% | $7,758-67.8% | $4,289-41.8% |
| Admin fee / account holder | $743 | $1,266-41.3% | $10,762-93.1% | $1,587-53.2% |