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 | $186,181 | $133,958+39.0% | $112,228+65.9% | $134,475+38.5% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.1%-10.8pp | 81.2%-16.9pp |
| Annual return | -24.63% | 47.11%-71.7pp | 27.45%-52.1pp | 417.96%-442.6pp |
| Employer contribution / active EE | $18,040 | $4,038+346.7% | $3,635+396.3% | $4,740+280.6% |
| Participant deferral / active EE | $448 | $5,291-91.5% | $4,728-90.5% | $6,400-93.0% |
| Admin fee / account holder | $4,617 | $7,489-38.3% | $6,410-28.0% | $11,426-59.6% |