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 | $63,187 | $78,485-19.5% | $106,213-40.5% | $74,495-15.2% |
| Participation rate | 29.5% | 72.8%-43.3pp | 75.3%-45.8pp | 67.2%-37.7pp |
| Annual return | 17.19% | 15.95%+1.2pp | 116.14%-98.9pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $779 | $2,523-69.1% | $3,171-75.4% | $2,623-70.3% |
| Participant deferral / active EE | $1,655 | $4,322-61.7% | $5,016-67.0% | $4,346-61.9% |
| Admin fee / account holder | $10,946 | $2,232+390.5% | $11,033-0.8% | $1,942+463.7% |