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 | $32,717 | $98,750-66.9% | $149,696-78.1% | $79,858-59.0% |
| Participation rate | 31.5% | 75.8%-44.3pp | 82.5%-51.0pp | 69.6%-38.1pp |
| Annual return | 21.89% | 27.43%-5.5pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $822 | $3,216-74.4% | $4,644-82.3% | $2,471-66.7% |
| Participant deferral / active EE | $1,993 | $5,680-64.9% | $6,842-70.9% | $3,740-46.7% |
| Admin fee / account holder | $382 | $6,053-93.7% | $9,309-95.9% | $5,306-92.8% |