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 | $73,706 | $49,915+47.7% | $154,803-52.4% | $74,304-0.8% |
| Participation rate | 12.6% | 54.0%-41.4pp | 78.1%-65.5pp | 60.3%-47.8pp |
| Annual return | 8.83% | 34.06%-25.2pp | 58.88%-50.1pp | 29.43%-20.6pp |
| Employer contribution / active EE | $288 | $1,611-82.1% | $4,305-93.3% | $2,241-87.1% |
| Participant deferral / active EE | $437 | $2,255-80.6% | $5,540-92.1% | $3,767-88.4% |
| Admin fee / account holder | $3,779 | $2,189+72.6% | $14,329-73.6% | $2,969+27.3% |