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 | $32,166 | $65,561-50.9% | $86,188-62.7% | $75,163-57.2% |
| Participation rate | 28.8% | 60.5%-31.6pp | 69.0%-40.1pp | 67.2%-38.3pp |
| Annual return | 18.33% | 46.05%-27.7pp | 1168.45%-1150.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $357 | $1,553-77.0% | $2,380-85.0% | $2,670-86.6% |
| Participant deferral / active EE | $976 | $3,024-67.7% | $3,985-75.5% | $4,125-76.3% |
| Admin fee / account holder | $2,274 | $5,474-58.5% | $6,852-66.8% | $5,651-59.8% |