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 | $37,830 | $78,705-51.9% | $117,854-67.9% | $70,131-46.1% |
| Participation rate | 33.3% | 73.2%-39.9pp | 79.7%-46.3pp | 69.5%-36.2pp |
| Annual return | 17.85% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.3pp |
| Employer contribution / active EE | $902 | $2,223-59.4% | $3,786-76.2% | $2,342-61.5% |
| Participant deferral / active EE | $1,229 | $3,297-62.7% | $4,482-72.6% | $3,332-63.1% |
| Admin fee / account holder | $8,923 | $5,065+76.2% | $8,020+11.3% | $4,645+92.1% |