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 | $54,472 | $102,382-46.8% | $147,005-62.9% | $80,874-32.6% |
| Participation rate | 47.1% | 75.8%-28.8pp | 82.2%-35.1pp | 67.6%-20.6pp |
| Annual return | 12.83% | 134.89%-122.1pp | 418.76%-405.9pp | 35.62%-22.8pp |
| Employer contribution / active EE | $983 | $3,715-73.5% | $4,934-80.1% | $2,756-64.3% |
| Participant deferral / active EE | $2,043 | $6,646-69.3% | $8,070-74.7% | $4,297-52.5% |
| Admin fee / account holder | $10,216 | $7,942+28.6% | $13,006-21.5% | $6,935+47.3% |