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 | $32,450 | $93,571-65.3% | $135,903-76.1% | $75,163-56.8% |
| Participation rate | 48.4% | 75.2%-26.8pp | 81.9%-33.5pp | 67.2%-18.8pp |
| Annual return | 19.15% | 30.90%-11.8pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,694 | $3,537+32.7% | $4,856-3.3% | $2,670+75.8% |
| Participant deferral / active EE | $2,261 | $6,404-64.7% | $7,758-70.9% | $4,125-45.2% |
| Admin fee / account holder | $3,277 | $6,975-53.0% | $10,762-69.6% | $5,651-42.0% |