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 | $70,887 | $102,317-30.7% | $146,958-51.8% | $80,856-12.3% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.2%-58.2pp | 67.6%-43.6pp |
| Annual return | 13.46% | 134.76%-121.3pp | 418.34%-404.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,497 | $3,713-59.7% | $4,933-69.6% | $2,755-45.7% |
| Participant deferral / active EE | $2,349 | $6,644-64.6% | $8,070-70.9% | $4,296-45.3% |
| Admin fee / account holder | $8,501 | $7,941+7.0% | $12,998-34.6% | $6,918+22.9% |