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 | $87,373 | $81,248+7.5% | $155,509-43.8% | $80,856+8.1% |
| Participation rate | 63.6% | 66.2%-2.6pp | 78.2%-14.5pp | 67.6%-4.0pp |
| Annual return | 9.21% | 33.31%-24.1pp | 64.67%-55.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $877 | $3,100-71.7% | $4,672-81.2% | $2,755-68.2% |
| Participant deferral / active EE | $442 | $3,452-87.2% | $5,626-92.1% | $4,296-89.7% |
| Admin fee / account holder | $1,347 | $7,997-83.2% | $15,912-91.5% | $6,918-80.5% |