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 | $81,978 | $101,317-19.1% | $146,958-44.2% | $74,495+10.0% |
| Participation rate | 44.5% | 75.5%-31.0pp | 82.2%-37.6pp | 67.2%-22.7pp |
| Annual return | 11.20% | 8730.91%-8719.7pp | 418.34%-407.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,272 | $3,810-66.6% | $4,933-74.2% | $2,623-51.5% |
| Participant deferral / active EE | $2,537 | $7,303-65.3% | $8,070-68.6% | $4,346-41.6% |
| Admin fee / account holder | $3,372 | $1,739+93.9% | $12,998-74.1% | $1,942+73.7% |