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 | $146,077 | $85,766+70.3% | $136,294+7.2% | $70,131+108.3% |
| Participation rate | 41.7% | 74.2%-32.5pp | 81.9%-40.3pp | 69.5%-27.9pp |
| Annual return | 19.49% | 31.45%-12.0pp | 5155.94%-5136.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,029 | $5,051-59.8% | $6,247-67.5% | $3,332-39.1% |
| Admin fee / account holder | $21,710 | $5,420+300.5% | $9,243+134.9% | $4,645+367.3% |