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 | $46,441 | $101,499-54.2% | $147,005-68.4% | $74,546-37.7% |
| Participation rate | 32.1% | 75.5%-43.5pp | 82.2%-50.1pp | 67.2%-35.1pp |
| Annual return | 12.69% | 8732.34%-8719.7pp | 418.76%-406.1pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,853 | $7,304-74.6% | $8,070-77.0% | $4,347-57.4% |
| Admin fee / account holder | $5,458 | $1,748+212.3% | $13,006-58.0% | $1,944+180.8% |