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 | $98,423 | $54,701+79.9% | $86,188+14.2% | $71,457+37.7% |
| Participation rate | 17.6% | 60.1%-42.5pp | 69.0%-51.3pp | 67.9%-50.3pp |
| Annual return | 13.38% | 20.06%-6.7pp | 1168.45%-1155.1pp | 28.85%-15.5pp |
| Employer contribution / active EE | $534 | $1,265-57.8% | $2,380-77.5% | $2,588-79.3% |
| Participant deferral / active EE | $1,228 | $3,108-60.5% | $3,985-69.2% | $4,289-71.4% |
| Admin fee / account holder | $319 | $1,922-83.4% | $6,852-95.3% | $1,587-79.9% |