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 | $134,506 | $68,346+96.8% | $94,646+42.1% | $75,163+79.0% |
| Participation rate | 56.7% | 76.1%-19.4pp | 80.8%-24.2pp | 67.2%-10.5pp |
| Annual return | 11.95% | 616.93%-605.0pp | 156.71%-144.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $437 | $2,701-83.8% | $3,672-88.1% | $2,670-83.6% |
| Participant deferral / active EE | $1,102 | $6,537-83.1% | $7,418-85.1% | $4,125-73.3% |
| Admin fee / account holder | $11,877 | $5,326+123.0% | $7,231+64.3% | $5,651+110.2% |