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 | $167,330 | $177,572-5.8% | $154,803+8.1% | $142,382+17.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 9.84% | 65.07%-55.2pp | 58.88%-49.0pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,158 | $4,810-75.9% | $4,305-73.1% | $4,299-73.1% |
| Participant deferral / active EE | $1,110 | $6,272-82.3% | $5,540-80.0% | $6,507-82.9% |
| Admin fee / account holder | $1,406 | $16,786-91.6% | $14,329-90.2% | $12,624-88.9% |