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 8-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 | $38,498 | $100,923-61.9% | $150,045-74.3% | $74,304-48.2% |
| Participation rate | 27.6% | 70.1%-42.5pp | 82.3%-54.7pp | 60.3%-32.7pp |
| Annual return | 13.39% | 51.77%-38.4pp | 62.55%-49.2pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,580 | $6,709-76.4% | $7,997-80.2% | $3,767-58.1% |
| Admin fee / account holder | $3,637 | $2,767+31.4% | $13,435-72.9% | $2,969+22.5% |