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 | $55,387 | $98,750-43.9% | $149,696-63.0% | $79,858-30.6% |
| Participation rate | 28.1% | 75.8%-47.6pp | 82.5%-54.4pp | 69.6%-41.5pp |
| Annual return | 13.73% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $614 | $3,216-80.9% | $4,644-86.8% | $2,471-75.1% |
| Participant deferral / active EE | $1,373 | $5,680-75.8% | $6,842-79.9% | $3,740-63.3% |
| Admin fee / account holder | $408 | $6,053-93.3% | $9,309-95.6% | $5,306-92.3% |