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 | $26,015 | $60,124-56.7% | $90,404-71.2% | $79,858-67.4% |
| Participation rate | 38.8% | 65.0%-26.2pp | 72.7%-33.9pp | 69.6%-30.9pp |
| Annual return | 17.23% | 71.94%-54.7pp | 1293.02%-1275.8pp | 31.71%-14.5pp |
| Employer contribution / active EE | $236 | $2,068-88.6% | $3,262-92.8% | $2,471-90.4% |
| Participant deferral / active EE | $695 | $2,938-76.4% | $3,963-82.5% | $3,740-81.4% |
| Admin fee / account holder | $1,492 | $3,976-62.5% | $5,611-73.4% | $5,306-71.9% |