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 | $157,496 | $51,638+205.0% | $68,368+130.4% | $82,448+91.0% |
| Participation rate | 16.1% | 63.6%-47.5pp | 73.8%-57.6pp | 68.1%-51.9pp |
| Annual return | 16.30% | 37.53%-21.2pp | 292.57%-276.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $234 | $2,914-92.0% | $4,123-94.3% | $4,139-94.4% |
| Admin fee / account holder | $26,786 | $4,643+476.9% | $5,150+420.1% | $7,234+270.3% |