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 | $50,362 | $104,475-51.8% | $159,436-68.4% | $79,386-36.6% |
| Participation rate | 34.3% | 76.6%-42.4pp | 82.8%-48.6pp | 70.7%-36.4pp |
| Annual return | 11.39% | 67.95%-56.6pp | 263.57%-252.2pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,783 | $3,417-47.8% | $4,829-63.1% | $2,427-26.6% |
| Participant deferral / active EE | $1,611 | $6,467-75.1% | $7,352-78.1% | $4,046-60.2% |
| Admin fee / account holder | $4,528 | $711+536.7% | $10,799-58.1% | $626+622.9% |