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 | $33,937 | $85,766-60.4% | $136,294-75.1% | $70,131-51.6% |
| Participation rate | 38.5% | 74.2%-35.7pp | 81.9%-43.5pp | 69.5%-31.1pp |
| Annual return | 21.92% | 31.45%-9.5pp | 5155.94%-5134.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $635 | $2,966-78.6% | $4,695-86.5% | $2,342-72.9% |
| Participant deferral / active EE | $1,347 | $5,051-73.3% | $6,247-78.4% | $3,332-59.6% |
| Admin fee / account holder | $459 | $5,420-91.5% | $9,243-95.0% | $4,645-90.1% |