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 | $57,823 | $94,031-38.5% | $115,768-50.1% | $82,448-29.9% |
| Participation rate | 53.6% | 70.4%-16.8pp | 74.4%-20.8pp | 68.1%-14.5pp |
| Annual return | 47.10% | 20.61%+26.5pp | 100.46%-53.4pp | 41.64%+5.5pp |
| Employer contribution / active EE | $869 | $2,323-62.6% | $2,940-70.4% | $2,551-65.9% |
| Participant deferral / active EE | $1,610 | $3,972-59.5% | $4,917-67.2% | $4,139-61.1% |
| Admin fee / account holder | $4,399 | $10,249-57.1% | $12,439-64.6% | $7,234-39.2% |