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 | $56,961 | $111,724-49.0% | $93,606-39.1% | $145,922-61.0% |
| Participation rate | 8.7% | 74.2%-65.5pp | 68.7%-60.0pp | 80.3%-71.6pp |
| Annual return | 6.32% | 202.98%-196.7pp | 133.20%-126.9pp | 561.29%-555.0pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $571 | $4,912-88.4% | $4,411-87.1% | $6,688-91.5% |
| Admin fee / account holder | $15,366 | $10,250+49.9% | $8,285+85.5% | $13,397+14.7% |