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 | $43,279 | $91,037-52.5% | $71,671-39.6% | $147,584-70.7% |
| Participation rate | 30.0% | 76.1%-46.1pp | 68.7%-38.7pp | 82.8%-52.8pp |
| Annual return | 15.94% | 20.48%-4.5pp | 20.65%-4.7pp | 578.55%-562.6pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $856 | $4,498-81.0% | $3,438-75.1% | $5,439-84.3% |
| Admin fee / account holder | $1,234 | $8,613-85.7% | $5,558-77.8% | $10,885-88.7% |