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 7-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 | $54,082 | $91,538-40.9% | $129,995-58.4% | $75,163-28.0% |
| Participation rate | 30.8% | 71.4%-40.7pp | 78.5%-47.7pp | 67.2%-36.4pp |
| Annual return | 15.13% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $778 | $2,845-72.7% | $4,320-82.0% | $2,670-70.9% |
| Participant deferral / active EE | $1,755 | $4,341-59.6% | $5,820-69.9% | $4,125-57.5% |
| Admin fee / account holder | $21,530 | $6,790+217.1% | $10,614+102.8% | $5,651+281.0% |