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 | $39,129 | $95,880-59.2% | $107,525-63.6% | $85,563-54.3% |
| Participation rate | 14.6% | 70.1%-55.5pp | 75.1%-60.5pp | 66.0%-51.4pp |
| Annual return | 17.72% | 68.06%-50.3pp | 181.32%-163.6pp | 31.51%-13.8pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $3,754-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $1,001 | $4,201-76.2% | $5,116-80.4% | $4,375-77.1% |
| Admin fee / account holder | $2,788 | $1,025+171.9% | $8,919-68.7% | $834+234.3% |