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 | $34,812 | $91,552-62.0% | $133,956-74.0% | $79,858-56.4% |
| Participation rate | 42.6% | 73.3%-30.8pp | 79.8%-37.3pp | 69.6%-27.1pp |
| Annual return | 20.27% | 61.85%-41.6pp | 45.09%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $704 | $2,384-70.5% | $3,919-82.0% | $2,471-71.5% |
| Participant deferral / active EE | $1,527 | $3,733-59.1% | $5,048-69.7% | $3,740-59.2% |
| Admin fee / account holder | $1,962 | $6,321-69.0% | $8,927-78.0% | $5,306-63.0% |