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 9-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 | $60,423 | $83,902-28.0% | $167,512-63.9% | $84,808-28.8% |
| Participation rate | 33.0% | 66.5%-33.5pp | 77.1%-44.1pp | 68.3%-35.3pp |
| Annual return | 13.04% | 91.55%-78.5pp | 1615.79%-1602.8pp | 40.90%-27.9pp |
| Employer contribution / active EE | $576 | $2,264-74.6% | $3,882-85.2% | $2,631-78.1% |
| Participant deferral / active EE | $1,195 | $4,442-73.1% | $6,405-81.3% | $4,212-71.6% |
| Admin fee / account holder | $6,299 | $7,915-20.4% | $9,769-35.5% | $7,344-14.2% |