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 | $24,894 | $104,664-76.2% | $85,682-70.9% | $167,490-85.1% |
| Participation rate | 61.5% | 76.4%-14.8pp | 69.9%-8.3pp | 82.1%-20.6pp |
| Annual return | 16.57% | 21.45%-4.9pp | 21.49%-4.9pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,054 | $3,337-68.4% | $2,618-59.8% | $4,837-78.2% |
| Participant deferral / active EE | $434 | $4,824-91.0% | $3,923-88.9% | $6,341-93.2% |
| Admin fee / account holder | $2,639 | $10,032-73.7% | $6,873-61.6% | $12,309-78.6% |