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 | $39,708 | $96,635-58.9% | $86,612-54.2% | $139,434-71.5% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 9.28% | 106.41%-97.1pp | 591.07%-581.8pp | 372.94%-363.7pp |
| Employer contribution / active EE | $395 | $3,263-87.9% | $3,022-86.9% | $4,751-91.7% |
| Participant deferral / active EE | $627 | $4,836-87.0% | $4,438-85.9% | $6,710-90.7% |
| Admin fee / account holder | $13,820 | $6,408+115.7% | $5,614+146.2% | $11,403+21.2% |