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 | $36,768 | $99,957-63.2% | $149,696-75.4% | $73,488-50.0% |
| Participation rate | 57.5% | 75.7%-18.2pp | 82.5%-24.9pp | 70.7%-13.1pp |
| Annual return | 9.39% | 53.87%-44.5pp | 276.60%-267.2pp | 28.51%-19.1pp |
| Employer contribution / active EE | $812 | $3,191-74.6% | $4,644-82.5% | $2,270-64.2% |
| Participant deferral / active EE | $1,954 | $6,073-67.8% | $6,842-71.4% | $3,740-47.7% |
| Admin fee / account holder | $3,145 | $551+471.0% | $9,309-66.2% | $513+512.9% |