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 | $35,315 | $77,145-54.2% | $108,410-67.4% | $85,850-58.9% |
| Participation rate | 57.1% | 74.7%-17.5pp | 80.1%-23.0pp | 69.3%-12.2pp |
| Annual return | 12.50% | 44.54%-32.0pp | 905.27%-892.8pp | 318.53%-306.0pp |
| Employer contribution / active EE | $1,087 | $2,379-54.3% | $3,558-69.4% | $2,565-57.6% |
| Participant deferral / active EE | $1,289 | $5,566-76.8% | $6,563-80.4% | $3,952-67.4% |
| Admin fee / account holder | $1,695 | $5,172-67.2% | $7,295-76.8% | $6,260-72.9% |