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 | $79,453 | $89,355-11.1% | $141,162-43.7% | $72,985+8.9% |
| Participation rate | 51.7% | 75.1%-23.4pp | 82.5%-30.7pp | 69.5%-17.8pp |
| Annual return | 20.85% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,014 | $5,418-62.8% | $6,709-70.0% | $3,607-44.2% |
| Admin fee / account holder | $928 | $5,958-84.4% | $10,261-91.0% | $5,124-81.9% |