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 5-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 | $24,921 | $106,749-76.7% | $145,433-82.9% | $82,448-69.8% |
| Participation rate | 40.7% | 75.6%-34.9pp | 82.1%-41.4pp | 68.1%-27.3pp |
| Annual return | 56.79% | 27.59%+29.2pp | 66.58%-9.8pp | 41.64%+15.1pp |
| Employer contribution / active EE | $849 | $3,444-75.4% | $4,554-81.4% | $2,551-66.7% |
| Participant deferral / active EE | $1,827 | $6,519-72.0% | $7,897-76.9% | $4,139-55.9% |
| Admin fee / account holder | $2,451 | $8,390-70.8% | $13,129-81.3% | $7,234-66.1% |