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 | $77,740 | $201,272-61.4% | $184,203-57.8% | $145,922-46.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.76% | 29.00%-13.2pp | 28.81%-13.1pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,682 | $7,022-76.0% | $6,427-73.8% | $4,660-63.9% |
| Participant deferral / active EE | $956 | $9,806-90.3% | $9,131-89.5% | $6,688-85.7% |
| Admin fee / account holder | $425 | $16,364-97.4% | $13,901-96.9% | $13,397-96.8% |