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 | $23,404 | $48,335-51.6% | $121,098-80.7% | $71,457-67.2% |
| Participation rate | 24.5% | 54.3%-29.7pp | 69.5%-44.9pp | 67.9%-43.4pp |
| Annual return | 15.64% | 23.32%-7.7pp | 985.75%-970.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $498 | $1,489-66.5% | $4,164-88.0% | $2,588-80.8% |
| Participant deferral / active EE | $763 | $2,754-72.3% | $4,080-81.3% | $4,289-82.2% |
| Admin fee / account holder | $2,897 | $1,841+57.4% | $5,644-48.7% | $1,587+82.5% |