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 | $17,463 | $46,869-62.7% | $122,332-85.7% | $70,131-75.1% |
| Participation rate | 68.8% | 58.2%+10.6pp | 71.6%-2.9pp | 69.5%-0.8pp |
| Annual return | 5290.62% | 24.22%+5266.4pp | 30.27%+5260.3pp | 73.14%+5217.5pp |
| Employer contribution / active EE | $321 | $1,288-75.0% | $4,050-92.1% | $2,342-86.3% |
| Participant deferral / active EE | $389 | $2,166-82.0% | $3,287-88.2% | $3,332-88.3% |
| Admin fee / account holder | $428 | $3,322-87.1% | $5,478-92.2% | $4,645-90.8% |