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 | $23,410 | $60,323-61.2% | $81,812-71.4% | $74,495-68.6% |
| Participation rate | 19.3% | 62.9%-43.5pp | 72.3%-53.0pp | 67.2%-47.9pp |
| Annual return | 10.32% | 16.90%-6.6pp | 773.79%-763.5pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $574 | $2,620-78.1% | $2,912-80.3% | $2,623-78.1% |
| Participant deferral / active EE | $691 | $3,387-79.6% | $4,319-84.0% | $4,346-84.1% |
| Admin fee / account holder | $1,635 | $1,486+10.1% | $7,386-77.9% | $1,942-15.8% |