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 | $31,359 | $107,934-70.9% | $91,989-65.9% | $152,861-79.5% |
| Participation rate | 61.9% | 81.2%-19.3pp | 78.6%-16.7pp | 82.4%-20.5pp |
| Annual return | 183.76% | 89.24%+94.5pp | 69.02%+114.7pp | 345.32%-161.6pp |
| Employer contribution / active EE | $607 | $4,210-85.6% | $3,452-82.4% | $4,762-87.2% |
| Participant deferral / active EE | $756 | $6,364-88.1% | $5,923-87.2% | $5,850-87.1% |
| Admin fee / account holder | $6,574 | $10,520-37.5% | $7,743-15.1% | $11,596-43.3% |