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 | $29,198 | $78,705-62.9% | $117,854-75.2% | $70,131-58.4% |
| Participation rate | 30.8% | 73.2%-42.4pp | 79.7%-48.9pp | 69.5%-38.8pp |
| Annual return | 88.02% | 23.30%+64.7pp | 335.08%-247.1pp | 73.14%+14.9pp |
| Employer contribution / active EE | $1,129 | $2,223-49.2% | $3,786-70.2% | $2,342-51.8% |
| Participant deferral / active EE | $1,423 | $3,297-56.8% | $4,482-68.2% | $3,332-57.3% |
| Admin fee / account holder | $5,667 | $5,065+11.9% | $8,020-29.3% | $4,645+22.0% |