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 | $53,941 | $105,181-48.7% | $159,436-66.2% | $85,850-37.2% |
| Participation rate | 65.8% | 75.8%-10.0pp | 82.8%-17.0pp | 69.3%-3.5pp |
| Annual return | 15.68% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,752 | $3,318-47.2% | $4,829-63.7% | $2,565-31.7% |
| Participant deferral / active EE | $2,473 | $5,945-58.4% | $7,352-66.4% | $3,952-37.4% |
| Admin fee / account holder | $829 | $6,933-88.0% | $10,799-92.3% | $6,260-86.8% |