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 | $109,881-37.6% | $150,045-54.3% | $84,808-19.1% |
| Participation rate | 23.5% | 76.1%-52.6pp | 82.3%-58.8pp | 68.3%-44.8pp |
| Annual return | 10.92% | 28.25%-17.3pp | 62.55%-51.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,037 | $3,561-70.9% | $4,693-77.9% | $2,631-60.6% |
| Participant deferral / active EE | $2,214 | $6,636-66.6% | $7,997-72.3% | $4,212-47.4% |
| Admin fee / account holder | $14,340 | $8,568+67.4% | $13,435+6.7% | $7,344+95.3% |