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 | $78,502 | $78,705-0.3% | $117,854-33.4% | $70,131+11.9% |
| Participation rate | 35.1% | 73.2%-38.1pp | 79.7%-44.5pp | 69.5%-34.4pp |
| Annual return | 11.91% | 23.30%-11.4pp | 335.08%-323.2pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $949 | $3,297-71.2% | $4,482-78.8% | $3,332-71.5% |
| Admin fee / account holder | $969 | $5,065-80.9% | $8,020-87.9% | $4,645-79.2% |