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 | $25,278 | $105,181-76.0% | $159,436-84.1% | $85,850-70.6% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.8%-40.0pp | 69.3%-26.5pp |
| Annual return | 10.87% | 45.07%-34.2pp | 263.57%-252.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,740 | $5,945-70.7% | $7,352-76.3% | $3,952-56.0% |
| Admin fee / account holder | $1,961 | $6,933-71.7% | $10,799-81.8% | $6,260-68.7% |