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 | $60,889 | $77,314-21.2% | $177,989-65.8% | $80,856-24.7% |
| Participation rate | 34.8% | 65.7%-30.9pp | 77.1%-42.2pp | 67.6%-32.8pp |
| Annual return | 15.37% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $645 | $2,292-71.8% | $3,949-83.7% | $2,755-76.6% |
| Participant deferral / active EE | $646 | $4,411-85.4% | $6,276-89.7% | $4,296-85.0% |
| Admin fee / account holder | $420 | $7,191-94.2% | $10,363-95.9% | $6,918-93.9% |