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 | $17,001 | $55,415-69.3% | $155,509-89.1% | $74,495-77.2% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.4pp | 67.2%-42.4pp |
| Annual return | 9.80% | 268.50%-258.7pp | 64.67%-54.9pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $490 | $2,267-78.4% | $4,672-89.5% | $2,623-81.3% |
| Participant deferral / active EE | $786 | $2,836-72.3% | $5,626-86.0% | $4,346-81.9% |
| Admin fee / account holder | $1,857 | $1,738+6.8% | $15,912-88.3% | $1,942-4.4% |