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 | $62,557 | $31,679+97.5% | $74,701-16.3% | $65,185-4.0% |
| Participation rate | 9.9% | 40.4%-30.4pp | 54.5%-44.6pp | 70.2%-60.3pp |
| Annual return | 21.12% | 39.04%-17.9pp | 752.92%-731.8pp | 29.38%-8.3pp |
| Employer contribution / active EE | $145 | $566-74.4% | $1,084-86.6% | $2,177-93.3% |
| Participant deferral / active EE | $351 | $1,191-70.5% | $1,964-82.1% | $3,514-90.0% |
| Admin fee / account holder | $2,715 | $379+616.7% | $3,333-18.5% | $847+220.5% |