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 | $80,037 | $79,171+1.1% | $102,423-21.9% | $74,495+7.4% |
| Participation rate | 26.9% | 74.8%-47.9pp | 76.5%-49.6pp | 67.2%-40.3pp |
| Annual return | 27.45% | 54.93%-27.5pp | 29.32%-1.9pp | 1364.94%-1337.5pp |
| Employer contribution / active EE | $760 | $2,362-67.8% | $3,023-74.9% | $2,623-71.0% |
| Participant deferral / active EE | $2,070 | $4,415-53.1% | $5,053-59.0% | $4,346-52.4% |
| Admin fee / account holder | $5,425 | $2,001+171.2% | $9,451-42.6% | $1,942+179.4% |