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 | $48,086 | $91,552-47.5% | $133,956-64.1% | $79,858-39.8% |
| Participation rate | 46.8% | 73.3%-26.6pp | 79.8%-33.1pp | 69.6%-22.9pp |
| Annual return | -7.97% | 61.85%-69.8pp | 45.09%-53.1pp | 31.71%-39.7pp |
| Employer contribution / active EE | $1,025 | $2,384-57.0% | $3,919-73.8% | $2,471-58.5% |
| Participant deferral / active EE | $1,684 | $3,733-54.9% | $5,048-66.6% | $3,740-55.0% |
| Admin fee / account holder | $2,330 | $6,321-63.1% | $8,927-73.9% | $5,306-56.1% |