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 | $76,531 | $60,124+27.3% | $90,404-15.3% | $79,858-4.2% |
| Participation rate | 20.3% | 65.0%-44.7pp | 72.7%-52.4pp | 69.6%-49.3pp |
| Annual return | 10.08% | 71.94%-61.9pp | 1293.02%-1282.9pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $711 | $2,938-75.8% | $3,963-82.1% | $3,740-81.0% |
| Admin fee / account holder | $4,399 | $3,976+10.6% | $5,611-21.6% | $5,306-17.1% |