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 | $52,233 | $94,031-44.5% | $115,768-54.9% | $82,448-36.6% |
| Participation rate | 54.3% | 70.4%-16.1pp | 74.4%-20.1pp | 68.1%-13.8pp |
| Annual return | 22.92% | 20.61%+2.3pp | 100.46%-77.5pp | 41.64%-18.7pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,210 | $3,972-69.5% | $4,917-75.4% | $4,139-70.8% |
| Admin fee / account holder | $1,159 | $10,249-88.7% | $12,439-90.7% | $7,234-84.0% |