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 | $29,438 | $76,000-61.3% | $154,107-80.9% | $64,186-54.1% |
| Participation rate | 52.9% | 70.4%-17.5pp | 83.0%-30.2pp | 69.6%-16.7pp |
| Annual return | 6.71% | 30.32%-23.6pp | 735.12%-728.4pp | 7.63%-0.9pp |
| Employer contribution / active EE | $398 | $3,351-88.1% | $5,298-92.5% | $2,381-83.3% |
| Participant deferral / active EE | $769 | $3,175-75.8% | $5,081-84.9% | $3,470-77.8% |
| Admin fee / account holder | $363 | $5,596-93.5% | $13,411-97.3% | $4,888-92.6% |