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 | $36,419 | $104,974-65.3% | $95,585-61.9% | $142,382-74.4% |
| Participation rate | 57.1% | 75.0%-17.8pp | 72.1%-14.9pp | 80.1%-23.0pp |
| Annual return | 17.46% | 210.33%-192.9pp | 38.56%-21.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $575 | $2,779-79.3% | $2,527-77.3% | $4,299-86.6% |
| Participant deferral / active EE | $569 | $4,352-86.9% | $4,023-85.8% | $6,507-91.3% |
| Admin fee / account holder | $716 | $6,386-88.8% | $6,127-88.3% | $12,624-94.3% |