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 | $79,171-51.2% | $102,423-62.3% | $74,495-48.2% |
| Participation rate | 45.1% | 74.8%-29.7pp | 76.5%-31.4pp | 67.2%-22.1pp |
| Annual return | 11.82% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,274 | $2,362-46.1% | $3,023-57.9% | $2,623-51.4% |
| Participant deferral / active EE | $2,000 | $4,415-54.7% | $5,053-60.4% | $4,346-54.0% |
| Admin fee / account holder | $2,650 | $2,001+32.4% | $9,451-72.0% | $1,942+36.5% |