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 | $75,018 | $98,750-24.0% | $149,696-49.9% | $79,858-6.1% |
| Participation rate | 28.0% | 75.8%-47.7pp | 82.5%-54.4pp | 69.6%-41.6pp |
| Annual return | 13.15% | 27.43%-14.3pp | 276.60%-263.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $690 | $3,216-78.5% | $4,644-85.1% | $2,471-72.1% |
| Participant deferral / active EE | $1,677 | $5,680-70.5% | $6,842-75.5% | $3,740-55.2% |
| Admin fee / account holder | $1,059 | $6,053-82.5% | $9,309-88.6% | $5,306-80.0% |