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 | $48,278 | $55,416-12.9% | $75,972-36.5% | $77,643-37.8% |
| Participation rate | 10.4% | 63.6%-53.2pp | 69.1%-58.6pp | 70.6%-60.2pp |
| Annual return | 13.99% | 17.07%-3.1pp | 359.55%-345.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $521 | $3,447-84.9% | $4,255-87.7% | $4,647-88.8% |
| Admin fee / account holder | $978 | $414+136.5% | $6,467-84.9% | $430+127.3% |