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 | $28,151 | $99,079-71.6% | $77,999-63.9% | $273,961-89.7% |
| Participation rate | 47.8% | 78.6%-30.7pp | 75.5%-27.7pp | 83.0%-35.2pp |
| Annual return | 7.87% | 217.93%-210.1pp | 425.96%-418.1pp | 41.45%-33.6pp |
| Employer contribution / active EE | $654 | $3,308-80.2% | $2,470-73.5% | $4,869-86.6% |
| Participant deferral / active EE | $828 | $4,306-80.8% | $3,497-76.3% | $5,287-84.3% |
| Admin fee / account holder | $3,026 | $8,954-66.2% | $5,480-44.8% | $10,132-70.1% |