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 4-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 | $17,677 | $114,381-84.5% | $107,525-83.6% | $142,382-87.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.1%-12.6pp | 80.1%-17.6pp |
| Annual return | 9.53% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.5pp |
| Employer contribution / active EE | $956 | $4,015-76.2% | $3,754-74.5% | $4,299-77.8% |
| Participant deferral / active EE | $1,132 | $5,564-79.7% | $5,116-77.9% | $6,507-82.6% |
| Admin fee / account holder | $5,728 | $9,860-41.9% | $8,919-35.8% | $12,624-54.6% |