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 | $46,902 | $165,984-71.7% | $164,813-71.5% | $145,922-67.9% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.6%-35.7pp | 80.3%-37.4pp |
| Annual return | 5.71% | 100.03%-94.3pp | 69.93%-64.2pp | 561.29%-555.6pp |
| Employer contribution / active EE | $1,241 | $5,273-76.5% | $4,341-71.4% | $4,660-73.4% |
| Participant deferral / active EE | $1,513 | $6,959-78.3% | $6,031-74.9% | $6,688-77.4% |
| Admin fee / account holder | $6,888 | $16,648-58.6% | $12,690-45.7% | $13,397-48.6% |