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 | $64,858 | $58,512+10.8% | $84,015-22.8% | $72,985-11.1% |
| Participation rate | 31.8% | 61.2%-29.4pp | 69.0%-37.2pp | 69.5%-37.7pp |
| Annual return | 13.67% | 28.93%-15.3pp | 71.31%-57.6pp | 81.00%-67.3pp |
| Employer contribution / active EE | $788 | $1,163-32.3% | $1,983-60.3% | $2,440-67.7% |
| Participant deferral / active EE | $823 | $2,394-65.6% | $3,239-74.6% | $3,607-77.2% |
| Admin fee / account holder | $1,173 | $4,569-74.3% | $6,101-80.8% | $5,124-77.1% |