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 | $68,669 | $102,616-33.1% | $81,983-16.2% | $158,922-56.8% |
| Participation rate | 15.8% | 75.5%-59.7pp | 69.2%-53.5pp | 82.0%-66.2pp |
| Annual return | 14.45% | 61.04%-46.6pp | 41.31%-26.9pp | 302.83%-288.4pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $501 | $4,648-89.2% | $3,722-86.5% | $5,982-91.6% |
| Admin fee / account holder | $6,154 | $8,235-25.3% | $5,664+8.7% | $11,246-45.3% |