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 | $64,734 | $81,208-20.3% | $98,907-34.6% | $79,858-18.9% |
| Participation rate | 51.3% | 72.5%-21.2pp | 76.0%-24.7pp | 69.6%-18.4pp |
| Annual return | 24.24% | 60.99%-36.8pp | 196.43%-172.2pp | 31.71%-7.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $840 | $3,265-74.3% | $4,244-80.2% | $3,740-77.5% |
| Admin fee / account holder | $2,209 | $6,013-63.3% | $6,642-66.7% | $5,306-58.4% |