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 | $66,739 | $77,523-13.9% | $100,383-33.5% | $80,874-17.5% |
| Participation rate | 21.1% | 77.0%-55.9pp | 81.5%-60.4pp | 67.6%-46.6pp |
| Annual return | 9.92% | 37.21%-27.3pp | 49.26%-39.3pp | 35.62%-25.7pp |
| Employer contribution / active EE | $779 | $2,801-72.2% | $3,944-80.2% | $2,756-71.7% |
| Participant deferral / active EE | $1,537 | $6,822-77.5% | $8,086-81.0% | $4,297-64.2% |
| Admin fee / account holder | $4,062 | $5,899-31.1% | $7,900-48.6% | $6,935-41.4% |