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 | $38,649 | $100,852-61.7% | $90,404-57.2% | $158,922-75.7% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 6.25% | 1724.20%-1718.0pp | 1293.02%-1286.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $411 | $3,689-88.9% | $3,262-87.4% | $4,761-91.4% |
| Participant deferral / active EE | $504 | $4,348-88.4% | $3,963-87.3% | $5,982-91.6% |
| Admin fee / account holder | $29,135 | $6,501+348.2% | $5,611+419.3% | $11,246+159.1% |