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 | $38,434 | $159,901-76.0% | $146,958-73.8% | $145,922-73.7% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 7.66% | 98.13%-90.5pp | 418.34%-410.7pp | 561.29%-553.6pp |
| Employer contribution / active EE | $1,250 | $5,286-76.4% | $4,933-74.7% | $4,660-73.2% |
| Participant deferral / active EE | $2,126 | $8,428-74.8% | $8,070-73.7% | $6,688-68.2% |
| Admin fee / account holder | $15,801 | $15,044+5.0% | $12,998+21.6% | $13,397+17.9% |