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 | $87,569 | $104,664-16.3% | $85,682+2.2% | $167,490-47.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 12.87% | 21.45%-8.6pp | 21.49%-8.6pp | 478.56%-465.7pp |
| Employer contribution / active EE | $487 | $3,337-85.4% | $2,618-81.4% | $4,837-89.9% |
| Participant deferral / active EE | $643 | $4,824-86.7% | $3,923-83.6% | $6,341-89.9% |
| Admin fee / account holder | $12,149 | $10,032+21.1% | $6,873+76.8% | $12,309-1.3% |