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 | $38,603 | $79,184-51.2% | $102,438-62.3% | $74,546-48.2% |
| Participation rate | 45.1% | 74.8%-29.7pp | 76.5%-31.4pp | 67.2%-22.1pp |
| Annual return | 11.82% | 54.95%-43.1pp | 29.37%-17.6pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $1,274 | $2,362-46.1% | $3,024-57.9% | $2,624-51.5% |
| Participant deferral / active EE | $2,000 | $4,414-54.7% | $5,054-60.4% | $4,347-54.0% |
| Admin fee / account holder | $2,650 | $2,001+32.4% | $9,448-72.0% | $1,944+36.3% |