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 | $52,624 | $99,079-46.9% | $77,999-32.5% | $273,961-80.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 4.68% | 217.93%-213.2pp | 425.96%-421.3pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,114 | $3,308-66.3% | $2,470-54.9% | $4,869-77.1% |
| Participant deferral / active EE | $17 | $4,306-99.6% | $3,497-99.5% | $5,287-99.7% |
| Admin fee / account holder | $5,508 | $8,954-38.5% | $5,480+0.5% | $10,132-45.6% |