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 7-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 | $27,605 | $68,346-59.6% | $94,646-70.8% | $75,163-63.3% |
| Participation rate | 55.6% | 76.1%-20.5pp | 80.8%-25.3pp | 67.2%-11.6pp |
| Annual return | 14.57% | 616.93%-602.4pp | 156.71%-142.1pp | 160.62%-146.1pp |
| Employer contribution / active EE | $1,260 | $2,701-53.3% | $3,672-65.7% | $2,670-52.8% |
| Participant deferral / active EE | $1,359 | $6,537-79.2% | $7,418-81.7% | $4,125-67.1% |
| Admin fee / account holder | $2,504 | $5,326-53.0% | $7,231-65.4% | $5,651-55.7% |