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 | $60,866 | $100,041-39.2% | $149,718-59.3% | $70,131-13.2% |
| Participation rate | 51.6% | 83.6%-32.0pp | 87.1%-35.5pp | 69.5%-18.0pp |
| Annual return | 21.72% | 27.43%-5.7pp | 1501.63%-1479.9pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,580 | $3,662-56.8% | $5,445-71.0% | $2,342-32.5% |
| Participant deferral / active EE | $2,321 | $4,983-53.4% | $6,569-64.7% | $3,332-30.3% |
| Admin fee / account holder | $6,247 | $8,286-24.6% | $11,283-44.6% | $4,645+34.5% |