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 | $33,372 | $81,900-59.3% | $119,609-72.1% | $68,494-51.3% |
| Participation rate | 67.9% | 71.9%-4.0pp | 79.3%-11.4pp | 67.9%0pp |
| Annual return | 72.77% | -23.82%+96.6pp | -14.97%+87.7pp | -7.84%+80.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,772 | $4,148-57.3% | $5,602-68.4% | $4,027-56.0% |
| Admin fee / account holder | $18,381 | $6,582+179.3% | $10,323+78.0% | $5,403+240.2% |