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 | $39,401 | $59,417-33.7% | $93,606-57.9% | $74,495-47.1% |
| Participation rate | 32.1% | 59.7%-27.5pp | 68.7%-36.6pp | 67.2%-35.1pp |
| Annual return | 9.42% | 81.83%-72.4pp | 133.20%-123.8pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $534 | $1,264-57.7% | $2,420-77.9% | $2,623-79.6% |
| Participant deferral / active EE | $936 | $3,050-69.3% | $4,411-78.8% | $4,346-78.5% |
| Admin fee / account holder | $2,275 | $3,021-24.7% | $8,285-72.5% | $1,942+17.2% |