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 | $24,836 | $56,484-56.0% | $169,463-85.3% | $64,186-61.3% |
| Participation rate | 40.0% | 64.5%-24.5pp | 77.8%-37.8pp | 69.6%-29.6pp |
| Annual return | 552.97% | -1.55%+554.5pp | 1.83%+551.1pp | 7.63%+545.3pp |
| Employer contribution / active EE | $584 | $1,832-68.1% | $4,159-86.0% | $2,381-75.5% |
| Participant deferral / active EE | $1,040 | $3,448-69.8% | $5,277-80.3% | $3,470-70.0% |
| Admin fee / account holder | $694 | $4,174-83.4% | $9,109-92.4% | $4,888-85.8% |