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 | $91,423 | $109,881-16.8% | $150,045-39.1% | $84,808+7.8% |
| Participation rate | 24.0% | 76.1%-52.1pp | 82.3%-58.3pp | 68.3%-44.3pp |
| Annual return | 13.97% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,475 | $3,561-58.6% | $4,693-68.6% | $2,631-43.9% |
| Participant deferral / active EE | $2,352 | $6,636-64.6% | $7,997-70.6% | $4,212-44.1% |
| Admin fee / account holder | $381 | $8,568-95.6% | $13,435-97.2% | $7,344-94.8% |