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 | $117,474 | $171,164-31.4% | $127,761-8.1% | $152,861-23.1% |
| Participation rate | 29.4% | 83.4%-54.0pp | 79.0%-49.6pp | 82.4%-53.0pp |
| Annual return | 20.98% | 23.54%-2.6pp | 26.14%-5.2pp | 345.32%-324.3pp |
| Employer contribution / active EE | $0 | $5,447-100.0% | $4,574-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,222 | $7,038-68.4% | $6,021-63.1% | $5,850-62.0% |
| Admin fee / account holder | $3,578 | $14,530-75.4% | $9,395-61.9% | $11,596-69.1% |