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 | $30,953 | $102,966-69.9% | $90,281-65.7% | $152,861-79.8% |
| Participation rate | 43.8% | 75.9%-32.1pp | 73.3%-29.5pp | 82.4%-38.7pp |
| Annual return | 15.03% | 95.16%-80.1pp | 78.10%-63.1pp | 345.32%-330.3pp |
| Employer contribution / active EE | $498 | $3,139-84.1% | $2,854-82.6% | $4,762-89.6% |
| Participant deferral / active EE | $584 | $4,281-86.4% | $3,885-85.0% | $5,850-90.0% |
| Admin fee / account holder | $13,848 | $6,171+124.4% | $5,351+158.8% | $11,596+19.4% |