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 | $69,579 | $58,523+18.9% | $99,443-30.0% | $72,985-4.7% |
| Participation rate | 30.3% | 64.6%-34.3pp | 73.8%-43.5pp | 69.5%-39.2pp |
| Annual return | 14.38% | 28.51%-14.1pp | 30.72%-16.3pp | 81.00%-66.6pp |
| Employer contribution / active EE | $288 | $1,512-81.0% | $2,540-88.7% | $2,440-88.2% |
| Participant deferral / active EE | $763 | $2,606-70.7% | $3,619-78.9% | $3,607-78.9% |
| Admin fee / account holder | $5,062 | $4,102+23.4% | $6,250-19.0% | $5,124-1.2% |