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 | $53,204 | $114,381-53.5% | $107,525-50.5% | $142,382-62.6% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.1%-18.6pp | 80.1%-23.6pp |
| Annual return | 8.95% | 242.71%-233.8pp | 181.32%-172.4pp | 217.08%-208.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $401 | $5,564-92.8% | $5,116-92.2% | $6,507-93.8% |
| Admin fee / account holder | $1,332 | $9,860-86.5% | $8,919-85.1% | $12,624-89.4% |