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 | $67,954 | $98,750-31.2% | $149,696-54.6% | $79,858-14.9% |
| Participation rate | 35.0% | 75.8%-40.8pp | 82.5%-47.5pp | 69.6%-34.6pp |
| Annual return | 26.30% | 27.43%-1.1pp | 276.60%-250.3pp | 31.71%-5.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,663 | $5,680-70.7% | $6,842-75.7% | $3,740-55.5% |
| Admin fee / account holder | $356 | $6,053-94.1% | $9,309-96.2% | $5,306-93.3% |