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 | $28,157 | $105,181-73.2% | $159,436-82.3% | $85,850-67.2% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.8%-18.9pp | 69.3%-5.4pp |
| Annual return | 7.13% | 45.07%-37.9pp | 263.57%-256.4pp | 318.53%-311.4pp |
| Employer contribution / active EE | $1,229 | $3,318-63.0% | $4,829-74.5% | $2,565-52.1% |
| Participant deferral / active EE | $2,039 | $5,945-65.7% | $7,352-72.3% | $3,952-48.4% |
| Admin fee / account holder | $2,247 | $6,933-67.6% | $10,799-79.2% | $6,260-64.1% |