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 | $52,514 | $94,625-44.5% | $116,228-54.8% | $84,808-38.1% |
| Participation rate | 41.2% | 70.4%-29.3pp | 74.6%-33.4pp | 68.3%-27.1pp |
| Annual return | 40.77% | 20.40%+20.4pp | 90.06%-49.3pp | 40.90%-0.1pp |
| Employer contribution / active EE | $984 | $2,347-58.1% | $2,994-67.1% | $2,631-62.6% |
| Participant deferral / active EE | $1,340 | $3,972-66.3% | $4,953-73.0% | $4,212-68.2% |
| Admin fee / account holder | $769 | $10,091-92.4% | $11,989-93.6% | $7,344-89.5% |