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 | $72,299 | $78,422-7.8% | $95,952-24.7% | $79,858-9.5% |
| Participation rate | 47.8% | 73.5%-25.7pp | 77.1%-29.3pp | 69.6%-21.9pp |
| Annual return | 14.28% | 19.37%-5.1pp | 91.61%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $978 | $3,440-71.6% | $4,167-76.5% | $3,740-73.8% |
| Admin fee / account holder | $1,796 | $5,622-68.1% | $6,795-73.6% | $5,306-66.2% |