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 | $40,422 | $80,724-49.9% | $103,333-60.9% | $74,495-45.7% |
| Participation rate | 3.7% | 65.7%-61.9pp | 74.5%-70.8pp | 67.2%-63.5pp |
| Annual return | 12.15% | 27.56%-15.4pp | 24.88%-12.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $461 | $3,860-88.1% | $5,057-90.9% | $4,346-89.4% |
| Admin fee / account holder | $437 | $2,368-81.6% | $8,355-94.8% | $1,942-77.5% |