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 | $50,683 | $44,984+12.7% | $85,009-40.4% | $74,546-32.0% |
| Participation rate | 10.9% | 49.4%-38.5pp | 67.5%-56.6pp | 67.2%-56.3pp |
| Annual return | 9.91% | 26.25%-16.3pp | 66.47%-56.6pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $331 | $1,458-77.3% | $2,728-87.9% | $2,624-87.4% |
| Participant deferral / active EE | $593 | $2,733-78.3% | $4,522-86.9% | $4,347-86.4% |
| Admin fee / account holder | $3,509 | $2,208+58.9% | $6,153-43.0% | $1,944+80.6% |