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 | $37,472 | $102,317-63.4% | $146,958-74.5% | $80,856-53.7% |
| Participation rate | 44.3% | 75.8%-31.5pp | 82.2%-37.8pp | 67.6%-23.3pp |
| Annual return | 12.91% | 134.76%-121.9pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,609 | $3,713-56.7% | $4,933-67.4% | $2,755-41.6% |
| Participant deferral / active EE | $2,365 | $6,644-64.4% | $8,070-70.7% | $4,296-44.9% |
| Admin fee / account holder | $3,330 | $7,941-58.1% | $12,998-74.4% | $6,918-51.9% |