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 | $26,912 | $65,390-58.8% | $169,368-84.1% | $71,457-62.3% |
| Participation rate | 38.0% | 67.0%-28.9pp | 77.1%-39.1pp | 67.9%-29.9pp |
| Annual return | 25.76% | 21.31%+4.4pp | 405.60%-379.8pp | 28.85%-3.1pp |
| Employer contribution / active EE | $897 | $2,079-56.8% | $4,013-77.6% | $2,588-65.3% |
| Participant deferral / active EE | $1,434 | $4,367-67.2% | $6,221-76.9% | $4,289-66.6% |
| Admin fee / account holder | $1,190 | $1,324-10.2% | $9,003-86.8% | $1,587-25.1% |