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 | $32,020 | $99,985-68.0% | $146,665-78.2% | $85,850-62.7% |
| Participation rate | 58.1% | 73.1%-15.0pp | 80.1%-22.0pp | 69.3%-11.3pp |
| Annual return | 29.86% | 18.93%+10.9pp | 22.74%+7.1pp | 318.53%-288.7pp |
| Employer contribution / active EE | $1,058 | $2,559-58.6% | $4,136-74.4% | $2,565-58.7% |
| Participant deferral / active EE | $1,602 | $4,006-60.0% | $5,506-70.9% | $3,952-59.4% |
| Admin fee / account holder | $1,759 | $7,702-77.2% | $10,280-82.9% | $6,260-71.9% |