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 | $23,880 | $58,208-59.0% | $81,812-70.8% | $80,856-70.5% |
| Participation rate | 60.0% | 63.4%-3.4pp | 72.3%-12.3pp | 67.6%-7.6pp |
| Annual return | 10.26% | 41.66%-31.4pp | 773.79%-763.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,059 | $2,340-12.0% | $2,912-29.3% | $2,755-25.3% |
| Participant deferral / active EE | $588 | $3,281-82.1% | $4,319-86.4% | $4,296-86.3% |
| Admin fee / account holder | $399 | $4,981-92.0% | $7,386-94.6% | $6,918-94.2% |