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 | $42,044 | $78,926-46.7% | $136,749-69.3% | $84,808-50.4% |
| Participation rate | 46.9% | 62.2%-15.3pp | 72.1%-25.3pp | 68.3%-21.4pp |
| Annual return | 11.21% | 18.17%-7.0pp | 24.33%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,609 | $2,134-24.6% | $3,400-52.7% | $2,631-38.9% |
| Participant deferral / active EE | $750 | $3,168-76.3% | $4,692-84.0% | $4,212-82.2% |
| Admin fee / account holder | $5,409 | $6,369-15.1% | $11,386-52.5% | $7,344-26.3% |