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 | $40,612 | $85,202-52.3% | $172,739-76.5% | $72,985-44.4% |
| Participation rate | 34.5% | 70.1%-35.6pp | 82.6%-48.2pp | 69.5%-35.0pp |
| Annual return | 23.54% | 27.32%-3.8pp | 802.84%-779.3pp | 81.00%-57.5pp |
| Employer contribution / active EE | $640 | $3,324-80.7% | $5,143-87.5% | $2,440-73.8% |
| Participant deferral / active EE | $818 | $3,260-74.9% | $5,198-84.3% | $3,607-77.3% |
| Admin fee / account holder | $1,178 | $5,884-80.0% | $13,954-91.6% | $5,124-77.0% |