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 | $51,744 | $81,208-36.3% | $98,907-47.7% | $79,858-35.2% |
| Participation rate | 46.2% | 72.5%-26.4pp | 76.0%-29.9pp | 69.6%-23.5pp |
| Annual return | 18.48% | 60.99%-42.5pp | 196.43%-177.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $627 | $1,960-68.0% | $2,689-76.7% | $2,471-74.6% |
| Participant deferral / active EE | $1,254 | $3,265-61.6% | $4,244-70.5% | $3,740-66.5% |
| Admin fee / account holder | $11,528 | $6,013+91.7% | $6,642+73.6% | $5,306+117.3% |