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 | $118,122 | $45,152+161.6% | $73,843+60.0% | $59,632+98.1% |
| Participation rate | 39.5% | 64.0%-24.5pp | 73.4%-33.9pp | 68.7%-29.1pp |
| Annual return | 0.70% | 27.40%-26.7pp | 2267.84%-2267.1pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $307 | $1,902-83.8% | $2,787-89.0% | $2,203-86.1% |
| Participant deferral / active EE | $187 | $2,574-92.7% | $3,583-94.8% | $3,192-94.1% |
| Admin fee / account holder | $4,237 | $3,516+20.5% | $4,880-13.2% | $4,297-1.4% |