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 | $47,040 | $99,652-52.8% | $78,778-40.3% | $147,584-68.1% |
| Participation rate | 38.5% | 76.2%-37.8pp | 69.2%-30.7pp | 82.8%-44.4pp |
| Annual return | 21.05% | 47.28%-26.2pp | 35.62%-14.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $240 | $3,664-93.5% | $2,958-91.9% | $5,439-95.6% |
| Admin fee / account holder | $1,363 | $7,155-81.0% | $5,134-73.5% | $10,885-87.5% |