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 | $29,004 | $89,753-67.7% | $107,525-73.0% | $84,808-65.8% |
| Participation rate | 37.8% | 68.1%-30.3pp | 75.1%-37.3pp | 68.3%-30.5pp |
| Annual return | 15.30% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,282 | $3,113-58.8% | $3,754-65.8% | $2,631-51.3% |
| Participant deferral / active EE | $1,603 | $4,056-60.5% | $5,116-68.7% | $4,212-61.9% |
| Admin fee / account holder | $412 | $7,222-94.3% | $8,919-95.4% | $7,344-94.4% |