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 | $203,494 | $106,584+90.9% | $101,326+100.8% | $142,382+42.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 3.16% | 36.93%-33.8pp | 36.82%-33.7pp | 217.08%-213.9pp |
| Employer contribution / active EE | $56 | $3,956-98.6% | $3,665-98.5% | $4,299-98.7% |
| Participant deferral / active EE | $167 | $8,297-98.0% | $7,994-97.9% | $6,507-97.4% |
| Admin fee / account holder | $368 | $11,446-96.8% | $11,185-96.7% | $12,624-97.1% |