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 | $104,723 | $57,354+82.6% | $83,848+24.9% | $64,186+63.2% |
| Participation rate | 14.1% | 68.6%-54.5pp | 76.1%-62.1pp | 69.6%-55.5pp |
| Annual return | -8.71% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $593 | $2,545-76.7% | $3,631-83.7% | $2,381-75.1% |
| Participant deferral / active EE | $1,057 | $2,993-64.7% | $4,082-74.1% | $3,470-69.5% |
| Admin fee / account holder | $436 | $4,046-89.2% | $5,478-92.0% | $4,888-91.1% |