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 | $75,529 | $63,346+19.2% | $92,233-18.1% | $70,131+7.7% |
| Participation rate | 18.8% | 68.7%-49.9pp | 76.5%-57.7pp | 69.5%-50.8pp |
| Annual return | 17.76% | 530.12%-512.4pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,448 | $2,471-41.4% | $3,679-60.7% | $2,342-38.2% |
| Participant deferral / active EE | $784 | $2,854-72.5% | $3,897-79.9% | $3,332-76.5% |
| Admin fee / account holder | $1,499 | $3,840-61.0% | $5,194-71.1% | $4,645-67.7% |