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 | $69,147 | $85,766-19.4% | $136,294-49.3% | $70,131-1.4% |
| Participation rate | 22.9% | 74.2%-51.3pp | 81.9%-59.0pp | 69.5%-46.6pp |
| Annual return | 21.07% | 31.45%-10.4pp | 5155.94%-5134.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $567 | $2,966-80.9% | $4,695-87.9% | $2,342-75.8% |
| Participant deferral / active EE | $1,827 | $5,051-63.8% | $6,247-70.8% | $3,332-45.2% |
| Admin fee / account holder | $983 | $5,420-81.9% | $9,243-89.4% | $4,645-78.8% |