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 | $60,147 | $101,317-40.6% | $146,958-59.1% | $74,495-19.3% |
| Participation rate | 69.4% | 75.5%-6.1pp | 82.2%-12.7pp | 67.2%+2.2pp |
| Annual return | 11.53% | 8730.91%-8719.4pp | 418.34%-406.8pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,327 | $3,810-65.2% | $4,933-73.1% | $2,623-49.4% |
| Participant deferral / active EE | $2,049 | $7,303-71.9% | $8,070-74.6% | $4,346-52.8% |
| Admin fee / account holder | $1,545 | $1,739-11.1% | $12,998-88.1% | $1,942-20.4% |