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 | $109,881-76.4% | $150,045-82.7% | $84,808-69.4% |
| Participation rate | 63.2% | 76.1%-12.9pp | 82.3%-19.2pp | 68.3%-5.2pp |
| Annual return | 10.15% | 28.25%-18.1pp | 62.55%-52.4pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,067 | $3,561-70.0% | $4,693-77.3% | $2,631-59.4% |
| Participant deferral / active EE | $2,414 | $6,636-63.6% | $7,997-69.8% | $4,212-42.7% |
| Admin fee / account holder | $373 | $8,568-95.6% | $13,435-97.2% | $7,344-94.9% |