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 | $44,821 | $152,587-70.6% | $125,175-64.2% | $152,861-70.7% |
| Participation rate | 21.1% | 83.3%-62.3pp | 79.8%-58.7pp | 82.4%-61.4pp |
| Annual return | 12.65% | 54.84%-42.2pp | 43.79%-31.1pp | 345.32%-332.7pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,601 | $5,868-72.7% | $4,937-67.6% | $5,850-72.6% |
| Admin fee / account holder | $3,607 | $13,434-73.2% | $9,702-62.8% | $11,596-68.9% |