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 9-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 | $9,421 | $58,234-83.8% | $81,783-88.5% | $80,874-88.4% |
| Participation rate | 11.1% | 63.4%-52.3pp | 72.4%-61.2pp | 67.6%-56.5pp |
| Annual return | 9.66% | 41.70%-32.0pp | 775.05%-765.4pp | 35.62%-26.0pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $331 | $3,283-89.9% | $4,320-92.3% | $4,297-92.3% |
| Admin fee / account holder | $847 | $4,982-83.0% | $7,380-88.5% | $6,935-87.8% |