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 | $135,046 | $104,974+28.6% | $95,585+41.3% | $142,382-5.2% |
| Participation rate | 36.4% | 75.0%-38.6pp | 72.1%-35.7pp | 80.1%-43.8pp |
| Annual return | 10.11% | 210.33%-200.2pp | 38.56%-28.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $386 | $4,352-91.1% | $4,023-90.4% | $6,507-94.1% |
| Admin fee / account holder | $4,636 | $6,386-27.4% | $6,127-24.3% | $12,624-63.3% |