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 | $67,813 | $138,044-50.9% | $125,339-45.9% | $134,475-49.6% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -25.94% | 750.33%-776.3pp | 572.05%-598.0pp | 417.96%-443.9pp |
| Employer contribution / active EE | $1,242 | $5,243-76.3% | $4,814-74.2% | $4,740-73.8% |
| Participant deferral / active EE | $2,231 | $7,799-71.4% | $7,446-70.0% | $6,400-65.1% |
| Admin fee / account holder | $669 | $11,571-94.2% | $10,010-93.3% | $11,426-94.1% |