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 | $46,790 | $67,331-30.5% | $60,874-23.1% | $134,475-65.2% |
| Participation rate | 11.8% | 76.2%-64.4pp | 73.1%-61.3pp | 81.2%-69.5pp |
| Annual return | 19.35% | 49.93%-30.6pp | 16.90%+2.5pp | 417.96%-398.6pp |
| Employer contribution / active EE | $772 | $3,096-75.1% | $2,701-71.4% | $4,740-83.7% |
| Participant deferral / active EE | $577 | $4,538-87.3% | $3,817-84.9% | $6,400-91.0% |
| Admin fee / account holder | $957 | $4,582-79.1% | $3,224-70.3% | $11,426-91.6% |