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 | $38,544 | $102,317-62.3% | $146,958-73.8% | $80,856-52.3% |
| Participation rate | 38.8% | 75.8%-37.1pp | 82.2%-43.4pp | 67.6%-28.9pp |
| Annual return | 11.73% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,298 | $3,713-65.0% | $4,933-73.7% | $2,755-52.9% |
| Participant deferral / active EE | $2,523 | $6,644-62.0% | $8,070-68.7% | $4,296-41.3% |
| Admin fee / account holder | $2,510 | $7,941-68.4% | $12,998-80.7% | $6,918-63.7% |