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 9-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 | $187,417 | $117,983+58.9% | $101,794+84.1% | $142,382+31.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.2%-44.2pp | 80.1%-55.1pp |
| Annual return | 9.97% | 36.92%-26.9pp | 30.53%-20.6pp | 217.08%-207.1pp |
| Employer contribution / active EE | $3,574 | $2,773+28.9% | $2,289+56.1% | $4,299-16.9% |
| Participant deferral / active EE | $1,054 | $4,714-77.6% | $4,084-74.2% | $6,507-83.8% |
| Admin fee / account holder | $446 | $10,433-95.7% | $8,777-94.9% | $12,624-96.5% |