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 | $77,896-46.0% | $134,172-68.7% | $82,448-49.0% |
| Participation rate | 46.9% | 62.8%-15.9pp | 72.5%-25.6pp | 68.1%-21.2pp |
| Annual return | 11.21% | 18.21%-7.0pp | 25.30%-14.1pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,609 | $2,159-25.5% | $3,420-53.0% | $2,551-36.9% |
| Participant deferral / active EE | $750 | $3,162-76.3% | $4,690-84.0% | $4,139-81.9% |
| Admin fee / account holder | $5,409 | $6,336-14.6% | $12,016-55.0% | $7,234-25.2% |