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 | $32,716 | $58,264-43.8% | $86,612-62.2% | $71,457-54.2% |
| Participation rate | 58.4% | 65.0%-6.6pp | 71.7%-13.3pp | 67.9%-9.5pp |
| Annual return | 15.32% | 21.63%-6.3pp | 591.07%-575.7pp | 28.85%-13.5pp |
| Employer contribution / active EE | $2,368 | $2,574-8.0% | $3,022-21.7% | $2,588-8.5% |
| Participant deferral / active EE | $685 | $3,436-80.1% | $4,438-84.6% | $4,289-84.0% |
| Admin fee / account holder | $3,320 | $1,057+214.1% | $5,614-40.9% | $1,587+109.2% |