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 | $62,904 | $102,317-38.5% | $146,958-57.2% | $80,856-22.2% |
| Participation rate | 41.4% | 75.8%-34.5pp | 82.2%-40.8pp | 67.6%-26.3pp |
| Annual return | 14.56% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $976 | $3,713-73.7% | $4,933-80.2% | $2,755-64.6% |
| Participant deferral / active EE | $2,489 | $6,644-62.5% | $8,070-69.2% | $4,296-42.1% |
| Admin fee / account holder | $4,738 | $7,941-40.3% | $12,998-63.6% | $6,918-31.5% |