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 | $66,760 | $85,202-21.6% | $172,739-61.4% | $72,985-8.5% |
| Participation rate | 31.3% | 70.1%-38.7pp | 82.6%-51.3pp | 69.5%-38.2pp |
| Annual return | 20.20% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $649 | $3,324-80.5% | $5,143-87.4% | $2,440-73.4% |
| Participant deferral / active EE | $761 | $3,260-76.7% | $5,198-85.4% | $3,607-78.9% |
| Admin fee / account holder | $13,240 | $5,884+125.0% | $13,954-5.1% | $5,124+158.4% |