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 | $77,900 | $58,926+32.2% | $97,226-19.9% | $74,495+4.6% |
| Participation rate | 31.0% | 63.5%-32.5pp | 72.7%-41.7pp | 67.2%-36.2pp |
| Annual return | 10.41% | 16.04%-5.6pp | 75.13%-64.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $478 | $1,894-74.8% | $2,729-82.5% | $2,623-81.8% |
| Participant deferral / active EE | $1,186 | $3,664-67.6% | $4,264-72.2% | $4,346-72.7% |
| Admin fee / account holder | $3,145 | $1,974+59.3% | $5,654-44.4% | $1,942+62.0% |