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 | $24,151 | $54,701-55.8% | $86,188-72.0% | $71,457-66.2% |
| Participation rate | 34.6% | 60.1%-25.5pp | 69.0%-34.3pp | 67.9%-33.3pp |
| Annual return | 18.29% | 20.06%-1.8pp | 1168.45%-1150.2pp | 28.85%-10.6pp |
| Employer contribution / active EE | $681 | $1,265-46.2% | $2,380-71.4% | $2,588-73.7% |
| Participant deferral / active EE | $1,226 | $3,108-60.6% | $3,985-69.2% | $4,289-71.4% |
| Admin fee / account holder | $1,352 | $1,922-29.6% | $6,852-80.3% | $1,587-14.8% |