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 | $14,794 | $53,127-72.2% | $86,590-82.9% | $70,131-78.9% |
| Participation rate | 69.4% | 65.3%+4.1pp | 73.5%-4.1pp | 69.5%-0.1pp |
| Annual return | 10.60% | 27.66%-17.1pp | 964.84%-954.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $546 | $2,068-73.6% | $2,839-80.8% | $2,342-76.7% |
| Participant deferral / active EE | $199 | $2,696-92.6% | $3,609-94.5% | $3,332-94.0% |
| Admin fee / account holder | $1,353 | $3,585-62.3% | $4,906-72.4% | $4,645-70.9% |