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 | $27,129 | $72,492-62.6% | $87,100-68.9% | $72,985-62.8% |
| Participation rate | 38.0% | 72.8%-34.8pp | 76.9%-38.9pp | 69.5%-31.5pp |
| Annual return | 144.31% | 24.46%+119.9pp | 28.19%+116.1pp | 81.00%+63.3pp |
| Employer contribution / active EE | $631 | $1,894-66.7% | $2,521-75.0% | $2,440-74.2% |
| Participant deferral / active EE | $1,160 | $3,270-64.5% | $4,049-71.3% | $3,607-67.8% |
| Admin fee / account holder | $831 | $5,055-83.6% | $7,497-88.9% | $5,124-83.8% |