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 | $102,382-46.9% | $147,005-63.0% | $80,874-32.8% |
| Participation rate | 58.1% | 75.8%-17.8pp | 82.2%-24.1pp | 67.6%-9.6pp |
| Annual return | 16.36% | 134.89%-118.5pp | 418.76%-402.4pp | 35.62%-19.3pp |
| Employer contribution / active EE | $922 | $3,715-75.2% | $4,934-81.3% | $2,756-66.6% |
| Participant deferral / active EE | $2,387 | $6,646-64.1% | $8,070-70.4% | $4,297-44.5% |
| Admin fee / account holder | $1,579 | $7,942-80.1% | $13,006-87.9% | $6,935-77.2% |