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 6-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 | $30,343 | $117,983-74.3% | $101,794-70.2% | $142,382-78.7% |
| Participation rate | 64.7% | 74.2%-9.5pp | 69.2%-4.5pp | 80.1%-15.4pp |
| Annual return | 9.74% | 36.92%-27.2pp | 30.53%-20.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $521 | $2,773-81.2% | $2,289-77.2% | $4,299-87.9% |
| Participant deferral / active EE | $692 | $4,714-85.3% | $4,084-83.1% | $6,507-89.4% |
| Admin fee / account holder | $908 | $10,433-91.3% | $8,777-89.7% | $12,624-92.8% |