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 | $48,898 | $78,422-37.6% | $95,952-49.0% | $79,858-38.8% |
| Participation rate | 56.8% | 73.5%-16.7pp | 77.1%-20.3pp | 69.6%-12.8pp |
| Annual return | 15.66% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $909 | $1,945-53.3% | $2,541-64.2% | $2,471-63.2% |
| Participant deferral / active EE | $1,480 | $3,440-57.0% | $4,167-64.5% | $3,740-60.4% |
| Admin fee / account holder | $685 | $5,622-87.8% | $6,795-89.9% | $5,306-87.1% |