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 | $42,809 | $118,849-64.0% | $96,562-55.7% | $167,490-74.4% |
| Participation rate | 22.2% | 75.5%-53.3pp | 69.8%-47.6pp | 82.1%-59.9pp |
| Annual return | 6.37% | 50.49%-44.1pp | 37.78%-31.4pp | 478.56%-472.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $988 | $4,616-78.6% | $3,849-74.3% | $6,341-84.4% |
| Admin fee / account holder | $568 | $8,065-93.0% | $6,181-90.8% | $12,309-95.4% |