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 | $58,528 | $88,083-33.6% | $164,813-64.5% | $74,495-21.4% |
| Participation rate | 32.2% | 73.0%-40.8pp | 78.6%-46.4pp | 67.2%-35.0pp |
| Annual return | 11.55% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $875 | $2,593-66.3% | $4,341-79.8% | $2,623-66.6% |
| Participant deferral / active EE | $1,378 | $4,498-69.4% | $6,031-77.2% | $4,346-68.3% |
| Admin fee / account holder | $1,188 | $2,234-46.8% | $12,690-90.6% | $1,942-38.8% |