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 | $41,332 | $76,000-45.6% | $154,107-73.2% | $64,186-35.6% |
| Participation rate | 44.4% | 70.4%-26.0pp | 83.0%-38.6pp | 69.6%-25.1pp |
| Annual return | 14.34% | 30.32%-16.0pp | 735.12%-720.8pp | 7.63%+6.7pp |
| Employer contribution / active EE | $588 | $3,351-82.5% | $5,298-88.9% | $2,381-75.3% |
| Participant deferral / active EE | $777 | $3,175-75.5% | $5,081-84.7% | $3,470-77.6% |
| Admin fee / account holder | $2,098 | $5,596-62.5% | $13,411-84.4% | $4,888-57.1% |