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 | $55,078 | $48,335+14.0% | $121,098-54.5% | $71,457-22.9% |
| Participation rate | 22.6% | 54.3%-31.7pp | 69.5%-46.9pp | 67.9%-45.4pp |
| Annual return | 21.11% | 23.32%-2.2pp | 985.75%-964.6pp | 28.85%-7.7pp |
| Employer contribution / active EE | $472 | $1,489-68.3% | $4,164-88.7% | $2,588-81.8% |
| Participant deferral / active EE | $555 | $2,754-79.9% | $4,080-86.4% | $4,289-87.1% |
| Admin fee / account holder | $3,985 | $1,841+116.5% | $5,644-29.4% | $1,587+151.0% |