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 | $88,863 | $83,369+6.6% | $105,223-15.5% | $67,986+30.7% |
| Participation rate | 6.6% | 56.3%-49.7pp | 75.0%-68.4pp | 57.2%-50.6pp |
| Annual return | 11.64% | 24.64%-13.0pp | 180.65%-169.0pp | 31.67%-20.0pp |
| Employer contribution / active EE | $0 | $2,541-100.0% | $3,689-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $83 | $3,295-97.5% | $5,072-98.4% | $3,358-97.5% |
| Admin fee / account holder | $8,057 | $4,073+97.8% | $8,859-9.0% | $3,203+151.5% |