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 | $25,886 | $159,602-83.8% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 23.5% | 84.0%-60.4pp | 82.3%-58.8pp | 80.1%-56.6pp |
| Annual return | 14.59% | 70.24%-55.6pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $371 | $8,310-95.5% | $7,997-95.4% | $6,507-94.3% |
| Admin fee / account holder | $1,128 | $14,846-92.4% | $13,435-91.6% | $12,624-91.1% |