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 | $68,941 | $99,957-31.0% | $149,696-53.9% | $73,488-6.2% |
| Participation rate | 38.3% | 75.7%-37.4pp | 82.5%-44.2pp | 70.7%-32.4pp |
| Annual return | 21.43% | 53.87%-32.4pp | 276.60%-255.2pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,442 | $3,191-54.8% | $4,644-69.0% | $2,270-36.5% |
| Participant deferral / active EE | $2,728 | $6,073-55.1% | $6,842-60.1% | $3,740-27.1% |
| Admin fee / account holder | $1,202 | $551+118.3% | $9,309-87.1% | $513+134.3% |