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 | $26,202 | $99,652-73.7% | $78,778-66.7% | $147,584-82.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 16.71% | 47.28%-30.6pp | 35.62%-18.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $456 | $2,796-83.7% | $1,986-77.0% | $4,876-90.6% |
| Participant deferral / active EE | $739 | $3,664-79.8% | $2,958-75.0% | $5,439-86.4% |
| Admin fee / account holder | $3,573 | $7,155-50.1% | $5,134-30.4% | $10,885-67.2% |