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 | $72,784 | $79,013-7.9% | $100,391-27.5% | $74,495-2.3% |
| Participation rate | 52.4% | 79.5%-27.1pp | 81.5%-29.1pp | 67.2%-14.8pp |
| Annual return | 67.37% | 20.41%+47.0pp | 49.20%+18.2pp | 1364.94%-1297.6pp |
| Employer contribution / active EE | $805 | $3,021-73.3% | $3,942-79.6% | $2,623-69.3% |
| Participant deferral / active EE | $1,610 | $7,760-79.3% | $8,082-80.1% | $4,346-63.0% |
| Admin fee / account holder | $1,269 | $1,320-3.9% | $7,899-83.9% | $1,942-34.6% |