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 | $54,244 | $56,053-3.2% | $75,972-28.6% | $80,856-32.9% |
| Participation rate | 47.4% | 62.0%-14.7pp | 69.1%-21.7pp | 67.6%-20.3pp |
| Annual return | 15.14% | 20.53%-5.4pp | 359.55%-344.4pp | 35.59%-20.5pp |
| Employer contribution / active EE | $503 | $1,874-73.2% | $2,685-81.3% | $2,755-81.7% |
| Participant deferral / active EE | $952 | $3,052-68.8% | $4,255-77.6% | $4,296-77.8% |
| Admin fee / account holder | $473 | $5,234-91.0% | $6,467-92.7% | $6,918-93.2% |