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 | $102,315 | $27,839+267.5% | $58,482+75.0% | $71,457+43.2% |
| Participation rate | 6.5% | 34.5%-28.1pp | 50.9%-44.4pp | 67.9%-61.5pp |
| Annual return | 8.98% | 26.81%-17.8pp | 4239.32%-4230.3pp | 28.85%-19.9pp |
| Employer contribution / active EE | $291 | $631-53.8% | $1,053-72.3% | $2,588-88.7% |
| Participant deferral / active EE | $34 | $1,206-97.2% | $1,924-98.2% | $4,289-99.2% |
| Admin fee / account holder | $7,672 | $1,641+367.6% | $2,516+204.9% | $1,587+383.3% |