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 | $58,547 | $79,700-26.5% | $153,485-61.9% | $74,495-21.4% |
| Participation rate | 39.4% | 69.8%-30.4pp | 77.1%-37.6pp | 67.2%-27.8pp |
| Annual return | 11.52% | 15.07%-3.5pp | 15.65%-4.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,558 | $4,016-61.2% | $5,039-69.1% | $2,623-40.6% |
| Participant deferral / active EE | $1,760 | $5,315-66.9% | $6,757-74.0% | $4,346-59.5% |
| Admin fee / account holder | $9,514 | $1,790+431.6% | $12,724-25.2% | $1,942+390.0% |