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 | $25,144 | $155,788-83.9% | $124,672-79.8% | $167,490-85.0% |
| Participation rate | 50.0% | 81.1%-31.1pp | 74.6%-24.6pp | 82.1%-32.1pp |
| Annual return | 11.33% | 17.97%-6.6pp | 5142.93%-5131.6pp | 478.56%-467.2pp |
| Employer contribution / active EE | $880 | $4,163-78.9% | $3,324-73.5% | $4,837-81.8% |
| Participant deferral / active EE | $1,106 | $5,673-80.5% | $4,614-76.0% | $6,341-82.6% |
| Admin fee / account holder | $4,049 | $9,531-57.5% | $7,493-46.0% | $12,309-67.1% |