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 | $38,997 | $56,114-30.5% | $96,139-59.4% | $85,850-54.6% |
| Participation rate | 9.0% | 56.7%-47.7pp | 68.4%-59.5pp | 69.3%-60.3pp |
| Annual return | 18.02% | 42.30%-24.3pp | 191.94%-173.9pp | 318.53%-300.5pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $477 | $2,859-83.3% | $4,349-89.0% | $3,952-87.9% |
| Admin fee / account holder | $3,392 | $3,768-10.0% | $5,537-38.7% | $6,260-45.8% |