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 | $32,894 | $85,766-61.6% | $136,294-75.9% | $70,131-53.1% |
| Participation rate | 18.2% | 74.2%-56.0pp | 81.9%-63.7pp | 69.5%-51.4pp |
| Annual return | 18.62% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $549 | $2,966-81.5% | $4,695-88.3% | $2,342-76.6% |
| Participant deferral / active EE | $1,409 | $5,051-72.1% | $6,247-77.4% | $3,332-57.7% |
| Admin fee / account holder | $1,220 | $5,420-77.5% | $9,243-86.8% | $4,645-73.7% |