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 | $73,072 | $109,413-33.2% | $156,263-53.2% | $84,808-13.8% |
| Participation rate | 60.0% | 72.7%-12.7pp | 78.9%-18.9pp | 68.3%-8.3pp |
| Annual return | 10.93% | 20.18%-9.2pp | 59.47%-48.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $1,323 | $2,907-54.5% | $4,333-69.5% | $2,631-49.7% |
| Participant deferral / active EE | $1,460 | $4,590-68.2% | $6,158-76.3% | $4,212-65.3% |
| Admin fee / account holder | $3,054 | $9,357-67.4% | $14,255-78.6% | $7,344-58.4% |