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 | $55,398 | $102,382-45.9% | $147,005-62.3% | $80,874-31.5% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 10.90% | 134.89%-124.0pp | 418.76%-407.9pp | 35.62%-24.7pp |
| Employer contribution / active EE | $2,499 | $3,715-32.7% | $4,934-49.3% | $2,756-9.3% |
| Participant deferral / active EE | $2,583 | $6,646-61.1% | $8,070-68.0% | $4,297-39.9% |
| Admin fee / account holder | $1,330 | $7,942-83.3% | $13,006-89.8% | $6,935-80.8% |