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 | $47,346 | $99,957-52.6% | $149,696-68.4% | $73,488-35.6% |
| Participation rate | 32.4% | 75.7%-43.3pp | 82.5%-50.1pp | 70.7%-38.3pp |
| Annual return | 12.40% | 53.87%-41.5pp | 276.60%-264.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,879 | $3,191-41.1% | $4,644-59.5% | $2,270-17.2% |
| Participant deferral / active EE | $1,287 | $6,073-78.8% | $6,842-81.2% | $3,740-65.6% |
| Admin fee / account holder | $5,938 | $551+978.3% | $9,309-36.2% | $513+1057.4% |