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 | $30,830 | $104,251-70.4% | $91,001-66.1% | $147,584-79.1% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 15.41% | 27.06%-11.6pp | 4.60%+10.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $512 | $3,116-83.6% | $2,456-79.2% | $4,876-89.5% |
| Participant deferral / active EE | $815 | $4,195-80.6% | $3,547-77.0% | $5,439-85.0% |
| Admin fee / account holder | $352 | $8,948-96.1% | $5,417-93.5% | $10,885-96.8% |