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 | $65,248 | $85,766-23.9% | $136,294-52.1% | $70,131-7.0% |
| Participation rate | 30.0% | 74.2%-44.2pp | 81.9%-51.9pp | 69.5%-39.5pp |
| Annual return | 18.18% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $516 | $2,966-82.6% | $4,695-89.0% | $2,342-78.0% |
| Participant deferral / active EE | $2,068 | $5,051-59.1% | $6,247-66.9% | $3,332-37.9% |
| Admin fee / account holder | $3,785 | $5,420-30.2% | $9,243-59.1% | $4,645-18.5% |