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 | $35,097 | $81,208-56.8% | $98,907-64.5% | $79,858-56.1% |
| Participation rate | 37.9% | 72.5%-34.6pp | 76.0%-38.1pp | 69.6%-31.7pp |
| Annual return | 14.12% | 60.99%-46.9pp | 196.43%-182.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $975 | $1,960-50.2% | $2,689-63.7% | $2,471-60.5% |
| Participant deferral / active EE | $1,318 | $3,265-59.6% | $4,244-68.9% | $3,740-64.8% |
| Admin fee / account holder | $1,849 | $6,013-69.2% | $6,642-72.2% | $5,306-65.1% |