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 | $17,516 | $70,669-75.2% | $169,368-89.7% | $75,163-76.7% |
| Participation rate | 38.5% | 64.8%-26.3pp | 77.1%-38.7pp | 67.2%-28.7pp |
| Annual return | 12.57% | 36.36%-23.8pp | 405.60%-393.0pp | 160.62%-148.0pp |
| Employer contribution / active EE | $854 | $2,211-61.4% | $4,013-78.7% | $2,670-68.0% |
| Participant deferral / active EE | $1,294 | $4,311-70.0% | $6,221-79.2% | $4,125-68.6% |
| Admin fee / account holder | $1,983 | $5,402-63.3% | $9,003-78.0% | $5,651-64.9% |