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 | $30,056 | $52,279-42.5% | $89,391-66.4% | $79,858-62.4% |
| Participation rate | 26.9% | 57.5%-30.6pp | 68.0%-41.1pp | 69.6%-42.7pp |
| Annual return | 15.91% | 22.16%-6.2pp | 245.62%-229.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $538 | $2,740-80.4% | $3,890-86.2% | $3,740-85.6% |
| Admin fee / account holder | $563 | $3,356-83.2% | $4,881-88.5% | $5,306-89.4% |