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 | $54,901 | $91,538-40.0% | $129,995-57.8% | $75,163-27.0% |
| Participation rate | 68.1% | 71.4%-3.4pp | 78.5%-10.4pp | 67.2%+0.9pp |
| Annual return | 17.65% | -631.11%+648.8pp | -137.18%+154.8pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,222 | $2,845-57.0% | $4,320-71.7% | $2,670-54.2% |
| Participant deferral / active EE | $1,647 | $4,341-62.1% | $5,820-71.7% | $4,125-60.1% |
| Admin fee / account holder | $2,480 | $6,790-63.5% | $10,614-76.6% | $5,651-56.1% |