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 | $37,203 | $48,046-22.6% | $84,611-56.0% | $72,985-49.0% |
| Participation rate | 29.2% | 57.6%-28.4pp | 68.2%-39.0pp | 69.5%-40.3pp |
| Annual return | 25.16% | 37.38%-12.2pp | 258.74%-233.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $780 | $2,680-70.9% | $3,899-80.0% | $3,607-78.4% |
| Admin fee / account holder | $578 | $3,395-83.0% | $4,912-88.2% | $5,124-88.7% |