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.)
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 | $70,958 | $102,317-30.6% | $146,958-51.7% | $80,856-12.2% |
| Participation rate | 28.3% | 75.8%-47.5pp | 82.2%-53.9pp | 67.6%-39.3pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $929 | $3,713-75.0% | $4,933-81.2% | $2,755-66.3% |
| Participant deferral / active EE | $2,111 | $6,644-68.2% | $8,070-73.8% | $4,296-50.9% |
| Admin fee / account holder | $3,077 | $7,941-61.3% | $12,998-76.3% | $6,918-55.5% |