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 | $13,771 | $58,234-76.4% | $81,783-83.2% | $80,874-83.0% |
| Participation rate | 19.4% | 63.4%-44.1pp | 72.4%-53.0pp | 67.6%-48.3pp |
| Annual return | 11.27% | 41.70%-30.4pp | 775.05%-763.8pp | 35.62%-24.4pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $645 | $3,283-80.4% | $4,320-85.1% | $4,297-85.0% |
| Admin fee / account holder | $560 | $4,982-88.8% | $7,380-92.4% | $6,935-91.9% |