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 | $25,518 | $149,040-82.9% | $120,225-78.8% | $137,256-81.4% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 9.47% | 605.68%-596.2pp | 439.23%-429.8pp | 220.34%-210.9pp |
| Employer contribution / active EE | $315 | $4,350-92.8% | $3,475-90.9% | $4,156-92.4% |
| Participant deferral / active EE | $356 | $4,655-92.4% | $3,999-91.1% | $6,407-94.4% |
| Admin fee / account holder | $16,512 | $6,348+160.1% | $5,696+189.9% | $12,270+34.6% |