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 | $79,785 | $137,414-41.9% | $189,513-57.9% | $85,850-7.1% |
| Participation rate | 28.6% | 84.6%-56.0pp | 87.8%-59.2pp | 69.3%-40.7pp |
| Annual return | 12.20% | 38.14%-25.9pp | 555.15%-543.0pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,601 | $4,344-63.2% | $6,162-74.0% | $2,565-37.6% |
| Participant deferral / active EE | $1,631 | $6,260-73.9% | $8,221-80.2% | $3,952-58.7% |
| Admin fee / account holder | $3,116 | $8,630-63.9% | $12,045-74.1% | $6,260-50.2% |