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 | $36,867 | $70,587-47.8% | $124,672-70.4% | $85,850-57.1% |
| Participation rate | 36.8% | 64.4%-27.6pp | 74.6%-37.8pp | 69.3%-32.5pp |
| Annual return | 6.69% | 20688.83%-20682.1pp | 5142.93%-5136.2pp | 318.53%-311.8pp |
| Employer contribution / active EE | $500 | $1,913-73.9% | $3,324-85.0% | $2,565-80.5% |
| Participant deferral / active EE | $1,107 | $2,969-62.7% | $4,614-76.0% | $3,952-72.0% |
| Admin fee / account holder | $5,792 | $5,282+9.7% | $7,493-22.7% | $6,260-7.5% |