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 | $68,606 | $106,749-35.7% | $145,433-52.8% | $82,448-16.8% |
| Participation rate | 23.5% | 75.6%-52.1pp | 82.1%-58.6pp | 68.1%-44.5pp |
| Annual return | 10.92% | 27.59%-16.7pp | 66.58%-55.7pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,037 | $3,444-69.9% | $4,554-77.2% | $2,551-59.4% |
| Participant deferral / active EE | $2,214 | $6,519-66.0% | $7,897-72.0% | $4,139-46.5% |
| Admin fee / account holder | $14,340 | $8,390+70.9% | $13,129+9.2% | $7,234+98.2% |