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 | $56,297 | $65,561-14.1% | $86,188-34.7% | $75,163-25.1% |
| Participation rate | 61.5% | 60.5%+1.1pp | 69.0%-7.4pp | 67.2%-5.7pp |
| Annual return | 13.90% | 46.05%-32.2pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $546 | $1,553-64.9% | $2,380-77.1% | $2,670-79.6% |
| Participant deferral / active EE | $931 | $3,024-69.2% | $3,985-76.6% | $4,125-77.4% |
| Admin fee / account holder | $1,167 | $5,474-78.7% | $6,852-83.0% | $5,651-79.4% |