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 | $27,244 | $95,416-71.4% | $185,823-85.3% | $85,850-68.3% |
| Participation rate | 31.1% | 68.8%-37.7pp | 81.7%-50.6pp | 69.3%-38.2pp |
| Annual return | 18.81% | 23.59%-4.8pp | 122.05%-103.2pp | 318.53%-299.7pp |
| Employer contribution / active EE | $582 | $3,314-82.4% | $5,167-88.7% | $2,565-77.3% |
| Participant deferral / active EE | $805 | $3,423-76.5% | $5,568-85.5% | $3,952-79.6% |
| Admin fee / account holder | $698 | $7,213-90.3% | $16,237-95.7% | $6,260-88.8% |