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 | $36,173 | $98,750-63.4% | $149,696-75.8% | $79,858-54.7% |
| Participation rate | 30.3% | 75.8%-45.5pp | 82.5%-52.2pp | 69.6%-39.3pp |
| Annual return | 27.24% | 27.43%-0.2pp | 276.60%-249.4pp | 31.71%-4.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,331 | $5,680-76.6% | $6,842-80.5% | $3,740-64.4% |
| Admin fee / account holder | $308 | $6,053-94.9% | $9,309-96.7% | $5,306-94.2% |