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 | $28,108 | $41,078-31.6% | $80,569-65.1% | $71,457-60.7% |
| Participation rate | 11.6% | 50.2%-38.6pp | 67.0%-55.4pp | 67.9%-56.3pp |
| Annual return | 13.95% | 38.45%-24.5pp | 935.43%-921.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $506 | $2,699-81.2% | $4,447-88.6% | $4,289-88.2% |
| Admin fee / account holder | $6,750 | $1,840+266.7% | $5,377+25.5% | $1,587+325.2% |