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 | $34,470 | $162,781-78.8% | $133,956-74.3% | $158,922-78.3% |
| Participation rate | 52.9% | 83.2%-30.3pp | 79.8%-26.9pp | 82.0%-29.0pp |
| Annual return | 10.98% | 41.94%-31.0pp | 45.09%-34.1pp | 302.83%-291.8pp |
| Employer contribution / active EE | $3,742 | $4,975-24.8% | $3,919-4.5% | $4,761-21.4% |
| Participant deferral / active EE | $0 | $5,911-100.0% | $5,048-100.0% | $5,982-100.0% |
| Admin fee / account holder | $958 | $11,736-91.8% | $8,927-89.3% | $11,246-91.5% |