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 | $42,306 | $106,749-60.4% | $145,433-70.9% | $82,448-48.7% |
| Participation rate | 32.1% | 75.6%-43.5pp | 82.1%-50.0pp | 68.1%-35.9pp |
| Annual return | 48.36% | 27.59%+20.8pp | 66.58%-18.2pp | 41.64%+6.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,373 | $6,519-63.6% | $7,897-70.0% | $4,139-42.7% |
| Admin fee / account holder | $2,990 | $8,390-64.4% | $13,129-77.2% | $7,234-58.7% |