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 8-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 | $25,932 | $106,749-75.7% | $145,433-82.2% | $82,448-68.5% |
| Participation rate | 63.2% | 75.6%-12.5pp | 82.1%-19.0pp | 68.1%-4.9pp |
| Annual return | 10.15% | 27.59%-17.4pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,067 | $3,444-69.0% | $4,554-76.6% | $2,551-58.2% |
| Participant deferral / active EE | $2,414 | $6,519-63.0% | $7,897-69.4% | $4,139-41.7% |
| Admin fee / account holder | $373 | $8,390-95.6% | $13,129-97.2% | $7,234-94.8% |