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 | $37,835 | $61,774-38.8% | $97,226-61.1% | $80,856-53.2% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.7%-44.1pp | 67.6%-39.1pp |
| Annual return | 11.35% | -557.90%+569.3pp | 75.13%-63.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $614 | $1,837-66.6% | $2,729-77.5% | $2,755-77.7% |
| Participant deferral / active EE | $879 | $3,029-71.0% | $4,264-79.4% | $4,296-79.5% |
| Admin fee / account holder | $924 | $5,166-82.1% | $5,654-83.7% | $6,918-86.6% |