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 | $89,873 | $172,111-47.8% | $150,298-40.2% | $137,256-34.5% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 8.23% | 69.37%-61.1pp | 62.79%-54.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $6,178 | $4,636+33.3% | $4,154+48.7% | $4,156+48.7% |
| Participant deferral / active EE | $1,477 | $6,166-76.0% | $5,453-72.9% | $6,407-76.9% |
| Admin fee / account holder | $1,648 | $16,471-90.0% | $14,116-88.3% | $12,270-86.6% |