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 | $32,321 | $85,202-62.1% | $172,739-81.3% | $72,985-55.7% |
| Participation rate | 47.8% | 70.1%-22.2pp | 82.6%-34.8pp | 69.5%-21.7pp |
| Annual return | 25.78% | 27.32%-1.5pp | 802.84%-777.1pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,710 | $3,324-48.6% | $5,143-66.7% | $2,440-29.9% |
| Participant deferral / active EE | $569 | $3,260-82.6% | $5,198-89.1% | $3,607-84.2% |
| Admin fee / account holder | $6,027 | $5,884+2.4% | $13,954-56.8% | $5,124+17.6% |