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 | $145,177 | $67,984+113.5% | $65,493+121.7% | $74,304+95.4% |
| Participation rate | 2.7% | 66.3%-63.6pp | 73.1%-70.4pp | 60.3%-57.6pp |
| Annual return | 18.16% | 19.87%-1.7pp | 982.45%-964.3pp | 29.43%-11.3pp |
| Employer contribution / active EE | $0 | $2,491-100.0% | $2,574-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $354 | $3,346-89.4% | $3,961-91.1% | $3,767-90.6% |
| Admin fee / account holder | $3,115 | $1,373+126.9% | $5,028-38.0% | $2,969+4.9% |