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 | $29,632 | $105,181-71.8% | $159,436-81.4% | $85,850-65.5% |
| Participation rate | 41.9% | 75.8%-33.8pp | 82.8%-40.9pp | 69.3%-27.4pp |
| Annual return | 14.63% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,079 | $3,318-67.5% | $4,829-77.6% | $2,565-57.9% |
| Participant deferral / active EE | $1,667 | $5,945-72.0% | $7,352-77.3% | $3,952-57.8% |
| Admin fee / account holder | $1,037 | $6,933-85.0% | $10,799-90.4% | $6,260-83.4% |