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 | $109,881-61.5% | $150,045-71.8% | $84,808-50.1% |
| Participation rate | 32.1% | 76.1%-43.9pp | 82.3%-50.2pp | 68.3%-36.2pp |
| Annual return | 48.36% | 28.25%+20.1pp | 62.55%-14.2pp | 40.90%+7.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,373 | $6,636-64.2% | $7,997-70.3% | $4,212-43.7% |
| Admin fee / account holder | $2,990 | $8,568-65.1% | $13,435-77.7% | $7,344-59.3% |