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 | $60,259 | $79,171-23.9% | $102,423-41.2% | $74,495-19.1% |
| Participation rate | 30.4% | 74.8%-44.4pp | 76.5%-46.1pp | 67.2%-36.8pp |
| Annual return | 9.07% | 54.93%-45.9pp | 29.32%-20.3pp | 1364.94%-1355.9pp |
| Employer contribution / active EE | $931 | $2,362-60.6% | $3,023-69.2% | $2,623-64.5% |
| Participant deferral / active EE | $1,855 | $4,415-58.0% | $5,053-63.3% | $4,346-57.3% |
| Admin fee / account holder | $4,012 | $2,001+100.5% | $9,451-57.6% | $1,942+106.6% |