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 | $68,198 | $104,664-34.8% | $85,682-20.4% | $167,490-59.3% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 15.43% | 21.45%-6.0pp | 21.49%-6.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $984 | $4,824-79.6% | $3,923-74.9% | $6,341-84.5% |
| Admin fee / account holder | $1,543 | $10,032-84.6% | $6,873-77.5% | $12,309-87.5% |