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 | $238,577 | $105,181+126.8% | $159,436+49.6% | $85,850+177.9% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.8%-36.7pp | 69.3%-23.2pp |
| Annual return | 11.78% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,085 | $3,318-67.3% | $4,829-77.5% | $2,565-57.7% |
| Participant deferral / active EE | $2,387 | $5,945-59.8% | $7,352-67.5% | $3,952-39.6% |
| Admin fee / account holder | $795 | $6,933-88.5% | $10,799-92.6% | $6,260-87.3% |