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 8-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 | $29,598 | $157,256-81.2% | $141,162-79.0% | $152,861-80.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 13.54% | 64.32%-50.8pp | 71.39%-57.9pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,358 | $5,261-74.2% | $4,735-71.3% | $4,762-71.5% |
| Participant deferral / active EE | $2,071 | $7,109-70.9% | $6,709-69.1% | $5,850-64.6% |
| Admin fee / account holder | $1,663 | $12,120-86.3% | $10,261-83.8% | $11,596-85.7% |