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 | $109,881-77.3% | $150,045-83.4% | $84,808-70.6% |
| Participation rate | 40.7% | 76.1%-35.3pp | 82.3%-41.6pp | 68.3%-27.6pp |
| Annual return | 56.79% | 28.25%+28.5pp | 62.55%-5.8pp | 40.90%+15.9pp |
| Employer contribution / active EE | $849 | $3,561-76.2% | $4,693-81.9% | $2,631-67.7% |
| Participant deferral / active EE | $1,827 | $6,636-72.5% | $7,997-77.2% | $4,212-56.6% |
| Admin fee / account holder | $2,451 | $8,568-71.4% | $13,435-81.8% | $7,344-66.6% |