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 | $77,369 | $45,566+69.8% | $64,105+20.7% | $59,632+29.7% |
| Participation rate | 31.4% | 60.2%-28.7pp | 68.2%-36.7pp | 68.7%-37.2pp |
| Annual return | 0.72% | 4.95%-4.2pp | 791.24%-790.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $146 | $934-84.4% | $1,820-92.0% | $2,203-93.4% |
| Participant deferral / active EE | $734 | $2,057-64.3% | $2,822-74.0% | $3,192-77.0% |
| Admin fee / account holder | $1,835 | $3,268-43.8% | $4,499-59.2% | $4,297-57.3% |