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 | $77,835 | $57,354+35.7% | $83,848-7.2% | $64,186+21.3% |
| Participation rate | 23.6% | 68.6%-45.0pp | 76.1%-52.5pp | 69.6%-46.0pp |
| Annual return | -5.00% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,207 | $2,993-59.7% | $4,082-70.4% | $3,470-65.2% |
| Admin fee / account holder | $8,538 | $4,046+111.0% | $5,478+55.9% | $4,888+74.7% |