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 | $54,366 | $102,317-46.9% | $146,958-63.0% | $80,856-32.8% |
| Participation rate | 58.1% | 75.8%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 16.36% | 134.76%-118.4pp | 418.34%-402.0pp | 35.59%-19.2pp |
| Employer contribution / active EE | $922 | $3,713-75.2% | $4,933-81.3% | $2,755-66.5% |
| Participant deferral / active EE | $2,387 | $6,644-64.1% | $8,070-70.4% | $4,296-44.4% |
| Admin fee / account holder | $1,579 | $7,941-80.1% | $12,998-87.8% | $6,918-77.2% |