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 | $76,207 | $202,318-62.3% | $172,739-55.9% | $152,861-50.1% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.4%-55.2pp |
| Annual return | 3.73% | 1029.65%-1025.9pp | 802.84%-799.1pp | 345.32%-341.6pp |
| Employer contribution / active EE | $1,549 | $5,856-73.5% | $5,143-69.9% | $4,762-67.5% |
| Participant deferral / active EE | $1,549 | $5,948-74.0% | $5,198-70.2% | $5,850-73.5% |
| Admin fee / account holder | $393 | $17,109-97.7% | $13,954-97.2% | $11,596-96.6% |