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 7-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 | $21,019 | $70,669-70.3% | $169,368-87.6% | $75,163-72.0% |
| Participation rate | 47.2% | 64.8%-17.6pp | 77.1%-30.0pp | 67.2%-20.0pp |
| Annual return | 13.96% | 36.36%-22.4pp | 405.60%-391.6pp | 160.62%-146.7pp |
| Employer contribution / active EE | $775 | $2,211-65.0% | $4,013-80.7% | $2,670-71.0% |
| Participant deferral / active EE | $1,084 | $4,311-74.9% | $6,221-82.6% | $4,125-73.7% |
| Admin fee / account holder | $1,971 | $5,402-63.5% | $9,003-78.1% | $5,651-65.1% |