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 8-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 | $14,888 | $80,812-81.6% | $160,784-90.7% | $82,448-81.9% |
| Participation rate | 52.8% | 66.2%-13.4pp | 77.0%-24.1pp | 68.1%-15.2pp |
| Annual return | 13.06% | 100.59%-87.5pp | 1803.92%-1790.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $570 | $2,174-73.8% | $3,733-84.7% | $2,551-77.7% |
| Participant deferral / active EE | $1,011 | $4,335-76.7% | $6,293-83.9% | $4,139-75.6% |
| Admin fee / account holder | $2,116 | $7,695-72.5% | $9,717-78.2% | $7,234-70.8% |