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 | $54,462 | $88,083-38.2% | $164,813-67.0% | $74,495-26.9% |
| Participation rate | 33.3% | 73.0%-39.7pp | 78.6%-45.3pp | 67.2%-33.9pp |
| Annual return | 13.81% | 17.26%-3.5pp | 69.93%-56.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,176 | $2,593-54.7% | $4,341-72.9% | $2,623-55.2% |
| Participant deferral / active EE | $2,183 | $4,498-51.5% | $6,031-63.8% | $4,346-49.8% |
| Admin fee / account holder | $8,452 | $2,234+278.4% | $12,690-33.4% | $1,942+335.3% |