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 | $53,430 | $101,317-47.3% | $146,958-63.6% | $74,495-28.3% |
| Participation rate | 53.4% | 75.5%-22.1pp | 82.2%-28.8pp | 67.2%-13.8pp |
| Annual return | 11.87% | 8730.91%-8719.0pp | 418.34%-406.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,897 | $3,810-50.2% | $4,933-61.5% | $2,623-27.7% |
| Participant deferral / active EE | $3,093 | $7,303-57.6% | $8,070-61.7% | $4,346-28.8% |
| Admin fee / account holder | $1,587 | $1,739-8.7% | $12,998-87.8% | $1,942-18.3% |