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 | $69,686 | $102,317-31.9% | $146,958-52.6% | $80,856-13.8% |
| Participation rate | 58.9% | 75.8%-16.9pp | 82.2%-23.2pp | 67.6%-8.7pp |
| Annual return | 12.15% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,429 | $3,713-61.5% | $4,933-71.0% | $2,755-48.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,046 | $7,941-36.5% | $12,998-61.2% | $6,918-27.1% |