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 | $66,599 | $81,208-18.0% | $98,907-32.7% | $79,858-16.6% |
| Participation rate | 31.9% | 72.5%-40.6pp | 76.0%-44.1pp | 69.6%-37.7pp |
| Annual return | 30.74% | 60.99%-30.3pp | 196.43%-165.7pp | 31.71%-1.0pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,071 | $3,265-67.2% | $4,244-74.8% | $3,740-71.4% |
| Admin fee / account holder | $2,679 | $6,013-55.4% | $6,642-59.7% | $5,306-49.5% |