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 | $58,947 | $95,880-38.5% | $107,525-45.2% | $85,563-31.1% |
| Participation rate | 21.3% | 70.1%-48.9pp | 75.1%-53.8pp | 66.0%-44.7pp |
| Annual return | 10.99% | 68.06%-57.1pp | 181.32%-170.3pp | 31.51%-20.5pp |
| Employer contribution / active EE | $1,161 | $3,812-69.6% | $3,754-69.1% | $2,654-56.3% |
| Participant deferral / active EE | $1,045 | $4,201-75.1% | $5,116-79.6% | $4,375-76.1% |
| Admin fee / account holder | $2,617 | $1,025+155.2% | $8,919-70.7% | $834+213.7% |