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 | $66,638 | $98,750-32.5% | $149,696-55.5% | $79,858-16.6% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.5%-50.1pp | 69.6%-37.3pp |
| Annual return | 13.37% | 27.43%-14.1pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,042 | $3,216-67.6% | $4,644-77.6% | $2,471-57.8% |
| Participant deferral / active EE | $1,866 | $5,680-67.2% | $6,842-72.7% | $3,740-50.1% |
| Admin fee / account holder | $1,080 | $6,053-82.2% | $9,309-88.4% | $5,306-79.7% |