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 7-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 | $164,916 | $81,248+103.0% | $155,509+6.0% | $80,856+104.0% |
| Participation rate | 17.2% | 66.2%-49.0pp | 78.2%-60.9pp | 67.6%-50.4pp |
| Annual return | 9.75% | 33.31%-23.6pp | 64.67%-54.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $444 | $3,100-85.7% | $4,672-90.5% | $2,755-83.9% |
| Participant deferral / active EE | $669 | $3,452-80.6% | $5,626-88.1% | $4,296-84.4% |
| Admin fee / account holder | $4,711 | $7,997-41.1% | $15,912-70.4% | $6,918-31.9% |