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 9-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 | $55,354 | $70,587-21.6% | $124,672-55.6% | $85,850-35.5% |
| Participation rate | 36.1% | 64.4%-28.3pp | 74.6%-38.5pp | 69.3%-33.2pp |
| Annual return | 9.88% | 20688.83%-20679.0pp | 5142.93%-5133.1pp | 318.53%-308.7pp |
| Employer contribution / active EE | $553 | $1,913-71.1% | $3,324-83.4% | $2,565-78.4% |
| Participant deferral / active EE | $878 | $2,969-70.4% | $4,614-81.0% | $3,952-77.8% |
| Admin fee / account holder | $374 | $5,282-92.9% | $7,493-95.0% | $6,260-94.0% |