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 | $67,976 | $117,841-42.3% | $102,423-33.6% | $145,922-53.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 9.20% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,335 | $3,615-63.1% | $3,023-55.8% | $4,660-71.3% |
| Participant deferral / active EE | $1,379 | $5,731-75.9% | $5,053-72.7% | $6,688-79.4% |
| Admin fee / account holder | $360 | $13,326-97.3% | $9,451-96.2% | $13,397-97.3% |