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 | $49,501 | $71,192-30.5% | $117,854-58.0% | $62,292-20.5% |
| Participation rate | 39.6% | 74.2%-34.6pp | 79.7%-40.1pp | 69.5%-29.9pp |
| Annual return | 17.07% | 18.66%-1.6pp | 335.08%-318.0pp | 28.90%-11.8pp |
| Employer contribution / active EE | $732 | $1,934-62.1% | $3,786-80.7% | $2,042-64.2% |
| Participant deferral / active EE | $1,449 | $3,189-54.6% | $4,482-67.7% | $3,169-54.3% |
| Admin fee / account holder | $339 | $587-42.2% | $8,020-95.8% | $479-29.2% |