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 | $47,195 | $65,561-28.0% | $86,188-45.2% | $75,163-37.2% |
| Participation rate | 46.8% | 60.5%-13.7pp | 69.0%-22.2pp | 67.2%-20.4pp |
| Annual return | 11.16% | 46.05%-34.9pp | 1168.45%-1157.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $517 | $1,553-66.7% | $2,380-78.3% | $2,670-80.6% |
| Participant deferral / active EE | $1,062 | $3,024-64.9% | $3,985-73.3% | $4,125-74.2% |
| Admin fee / account holder | $5,844 | $5,474+6.8% | $6,852-14.7% | $5,651+3.4% |