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 | $47,629 | $47,479+0.3% | $62,929-24.3% | $82,448-42.2% |
| Participation rate | 30.8% | 66.9%-36.1pp | 73.1%-42.3pp | 68.1%-37.3pp |
| Annual return | 15.21% | 20.34%-5.1pp | 1063.93%-1048.7pp | 41.64%-26.4pp |
| Employer contribution / active EE | $423 | $1,885-77.6% | $2,505-83.1% | $2,551-83.4% |
| Participant deferral / active EE | $615 | $2,870-78.6% | $3,888-84.2% | $4,139-85.1% |
| Admin fee / account holder | $1,031 | $3,804-72.9% | $5,065-79.6% | $7,234-85.7% |