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 | $46,784 | $98,750-52.6% | $149,696-68.7% | $79,858-41.4% |
| Participation rate | 48.7% | 75.8%-27.1pp | 82.5%-33.8pp | 69.6%-20.9pp |
| Annual return | 14.45% | 27.43%-13.0pp | 276.60%-262.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,500 | $3,216-53.4% | $4,644-67.7% | $2,471-39.3% |
| Participant deferral / active EE | $2,330 | $5,680-59.0% | $6,842-65.9% | $3,740-37.7% |
| Admin fee / account holder | $2,185 | $6,053-63.9% | $9,309-76.5% | $5,306-58.8% |