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 | $62,575 | $67,411-7.2% | $91,001-31.2% | $70,131-10.8% |
| Participation rate | 37.5% | 71.4%-33.9pp | 75.6%-38.1pp | 69.5%-32.0pp |
| Annual return | 2547.24% | -40.16%+2587.4pp | 4.60%+2542.6pp | 73.14%+2474.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $947 | $2,823-66.5% | $3,547-73.3% | $3,332-71.6% |
| Admin fee / account holder | $429 | $4,236-89.9% | $5,417-92.1% | $4,645-90.8% |