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 | $24,963 | $77,899-68.0% | $149,673-83.3% | $75,163-66.8% |
| Participation rate | 45.7% | 65.6%-19.9pp | 78.8%-33.1pp | 67.2%-21.5pp |
| Annual return | 19.56% | 31.72%-12.2pp | 134.42%-114.9pp | 160.62%-141.1pp |
| Employer contribution / active EE | $761 | $3,137-75.7% | $4,818-84.2% | $2,670-71.5% |
| Participant deferral / active EE | $858 | $3,411-74.8% | $5,680-84.9% | $4,125-79.2% |
| Admin fee / account holder | $1,500 | $5,956-74.8% | $13,210-88.6% | $5,651-73.5% |