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 | $36,476 | $43,423-16.0% | $78,689-53.6% | $55,167-33.9% |
| Participation rate | 41.9% | 68.0%-26.1pp | 73.6%-31.7pp | 69.0%-27.1pp |
| Annual return | 7.87% | 11.53%-3.7pp | 62.18%-54.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $638 | $1,997-68.0% | $2,851-77.6% | $1,963-67.5% |
| Participant deferral / active EE | $687 | $2,509-72.6% | $3,517-80.5% | $3,054-77.5% |
| Admin fee / account holder | $1,690 | $416+306.1% | $4,510-62.5% | $504+235.4% |