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 | $69,471 | $65,041+6.8% | $90,951-23.6% | $79,858-13.0% |
| Participation rate | 36.8% | 61.6%-24.8pp | 69.0%-32.2pp | 69.6%-32.8pp |
| Annual return | 4.77% | 30.45%-25.7pp | 134.60%-129.8pp | 31.71%-26.9pp |
| Employer contribution / active EE | $518 | $1,247-58.4% | $2,122-75.6% | $2,471-79.0% |
| Participant deferral / active EE | $775 | $2,512-69.1% | $3,373-77.0% | $3,740-79.3% |
| Admin fee / account holder | $1,747 | $4,536-61.5% | $5,959-70.7% | $5,306-67.1% |