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 5-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 | $64,406 | $114,381-43.7% | $107,525-40.1% | $142,382-54.8% |
| Participation rate | 18.2% | 78.1%-60.0pp | 75.1%-56.9pp | 80.1%-61.9pp |
| Annual return | 11.45% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $15,983 | $4,015+298.1% | $3,754+325.8% | $4,299+271.8% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $1,487 | $9,860-84.9% | $8,919-83.3% | $12,624-88.2% |