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 | $68,835 | $103,966-33.8% | $112,887-39.0% | $75,163-8.4% |
| Participation rate | 48.4% | 75.7%-27.3pp | 80.5%-32.1pp | 67.2%-18.8pp |
| Annual return | 14.15% | 24.54%-10.4pp | 34.10%-19.9pp | 160.62%-146.5pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,563-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $769 | $5,456-85.9% | $6,513-88.2% | $4,125-81.4% |
| Admin fee / account holder | $475 | $7,663-93.8% | $7,047-93.3% | $5,651-91.6% |