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 | $56,055 | $70,587-20.6% | $124,672-55.0% | $85,850-34.7% |
| Participation rate | 31.9% | 64.4%-32.5pp | 74.6%-42.7pp | 69.3%-37.4pp |
| Annual return | 9.83% | 20688.83%-20679.0pp | 5142.93%-5133.1pp | 318.53%-308.7pp |
| Employer contribution / active EE | $509 | $1,913-73.4% | $3,324-84.7% | $2,565-80.2% |
| Participant deferral / active EE | $822 | $2,969-72.3% | $4,614-82.2% | $3,952-79.2% |
| Admin fee / account holder | $443 | $5,282-91.6% | $7,493-94.1% | $6,260-92.9% |