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 | $85,048 | $114,381-25.6% | $107,525-20.9% | $142,382-40.3% |
| Participation rate | 23.1% | 78.1%-55.1pp | 75.1%-52.0pp | 80.1%-57.0pp |
| Annual return | 8.35% | 242.71%-234.4pp | 181.32%-173.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,265 | $4,015-68.5% | $3,754-66.3% | $4,299-70.6% |
| Participant deferral / active EE | $1,314 | $5,564-76.4% | $5,116-74.3% | $6,507-79.8% |
| Admin fee / account holder | $655 | $9,860-93.4% | $8,919-92.7% | $12,624-94.8% |