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 | $133,353 | $102,317+30.3% | $146,958-9.3% | $80,856+64.9% |
| Participation rate | 37.1% | 75.8%-38.7pp | 82.2%-45.0pp | 67.6%-30.5pp |
| Annual return | 9.15% | 134.76%-125.6pp | 418.34%-409.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $992 | $3,713-73.3% | $4,933-79.9% | $2,755-64.0% |
| Participant deferral / active EE | $1,516 | $6,644-77.2% | $8,070-81.2% | $4,296-64.7% |
| Admin fee / account holder | $6,283 | $7,941-20.9% | $12,998-51.7% | $6,918-9.2% |