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 | $22,417 | $43,723-48.7% | $121,196-81.5% | $64,186-65.1% |
| Participation rate | 22.8% | 58.3%-35.5pp | 71.7%-49.0pp | 69.6%-46.8pp |
| Annual return | -7.98% | 68.91%-76.9pp | 16.93%-24.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $273 | $1,296-78.9% | $4,022-93.2% | $2,381-88.5% |
| Participant deferral / active EE | $614 | $2,280-73.1% | $3,344-81.6% | $3,470-82.3% |
| Admin fee / account holder | $471 | $3,501-86.6% | $5,019-90.6% | $4,888-90.4% |