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 | $131,178 | $89,355+46.8% | $141,162-7.1% | $72,985+79.7% |
| Participation rate | 34.8% | 75.1%-40.3pp | 82.5%-47.7pp | 69.5%-34.7pp |
| Annual return | 9.72% | 111.85%-102.1pp | 71.39%-61.7pp | 81.00%-71.3pp |
| Employer contribution / active EE | $869 | $3,114-72.1% | $4,735-81.7% | $2,440-64.4% |
| Participant deferral / active EE | $2,098 | $5,418-61.3% | $6,709-68.7% | $3,607-41.8% |
| Admin fee / account holder | $89,019 | $5,958+1394.1% | $10,261+767.5% | $5,124+1637.2% |