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 | $103,082 | $102,317+0.7% | $146,958-29.9% | $80,856+27.5% |
| Participation rate | 46.8% | 75.8%-29.0pp | 82.2%-35.3pp | 67.6%-20.8pp |
| Annual return | 12.13% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,260 | $3,713-66.1% | $4,933-74.5% | $2,755-54.3% |
| Participant deferral / active EE | $2,515 | $6,644-62.1% | $8,070-68.8% | $4,296-41.5% |
| Admin fee / account holder | $1,447 | $7,941-81.8% | $12,998-88.9% | $6,918-79.1% |