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 | $69,136 | $79,171-12.7% | $102,423-32.5% | $74,495-7.2% |
| Participation rate | 42.6% | 74.8%-32.2pp | 76.5%-33.9pp | 67.2%-24.6pp |
| Annual return | 10.79% | 54.93%-44.1pp | 29.32%-18.5pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,705 | $4,415-61.4% | $5,053-66.3% | $4,346-60.8% |
| Admin fee / account holder | $1,758 | $2,001-12.1% | $9,451-81.4% | $1,942-9.5% |