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 | $39,011 | $64,705-39.7% | $62,929-38.0% | $67,986-42.6% |
| Participation rate | 30.8% | 65.6%-34.8pp | 73.1%-42.3pp | 57.2%-26.4pp |
| Annual return | 10.91% | 20.31%-9.4pp | 1063.93%-1053.0pp | 31.67%-20.8pp |
| Employer contribution / active EE | $608 | $2,376-74.4% | $2,505-75.7% | $2,019-69.9% |
| Participant deferral / active EE | $918 | $3,198-71.3% | $3,888-76.4% | $3,358-72.7% |
| Admin fee / account holder | $4,357 | $1,428+205.1% | $5,065-14.0% | $3,203+36.0% |