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 | $30,719 | $63,346-51.5% | $92,233-66.7% | $70,131-56.2% |
| Participation rate | 51.6% | 68.7%-17.1pp | 76.5%-24.9pp | 69.5%-17.9pp |
| Annual return | 12.97% | 530.12%-517.1pp | 176.28%-163.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $782 | $2,471-68.4% | $3,679-78.7% | $2,342-66.6% |
| Participant deferral / active EE | $883 | $2,854-69.1% | $3,897-77.3% | $3,332-73.5% |
| Admin fee / account holder | $1,087 | $3,840-71.7% | $5,194-79.1% | $4,645-76.6% |