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 | $36,210 | $63,346-42.8% | $92,233-60.7% | $70,131-48.4% |
| Participation rate | 20.5% | 68.7%-48.2pp | 76.5%-56.0pp | 69.5%-49.0pp |
| Annual return | 15.51% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $276 | $2,854-90.3% | $3,897-92.9% | $3,332-91.7% |
| Admin fee / account holder | $4,276 | $3,840+11.3% | $5,194-17.7% | $4,645-8.0% |